Trainee de Producto y Servicio Bancario — Viajes

Citi; Hermosillo; Presencial; MXN 260.000 - 420.000; Jornada completa

Descripción de la vacante

Citi is seeking a trainee Product Sales Analyst in Mexico to deliver daily market updates and strategic plans to clients and sales staff. You will identify financial gaps, propose suitable products, and provide ongoing guidance on banking products through regular interactions.

The role emphasizes strong communication, product knowledge, and adherence to compliance, with direct impact mainly on your own responsibilities and contributions within the team.

Formación

• Experience in market analysis and client advisory is a plus.
• Ability to communicate clearly with clients and sales staff.
• Understanding of risk and compliance considerations in financial sales.

Responsabilidades

• Communicate daily market update and trading plan to clients and individual sales staff.
• Provide guidance to customers by identifying financial gaps and suggesting suitable products.
• Communicate on banking products (FX, Insurance, etc) through daily interactions.
• Enhance product knowledge and sales techniques to branch colleagues via market updates and analysis.
• Work with Branch Managers to set plans to meet financial commitments.
• Drive bankers to meet team goals.
• Abide by compliance and internal control requirements on sales activities.
• Maintain relationships to ensure a superior banking experience for customers.
• Assess risk in business decisions, upholding the firm’s reputation and compliance.

Conocimientos

Market analysis

Client guidance

Sales support

Communication

Risk awareness

Educación

Bachelor’s degree

Licenciatura concluida

Descripción del empleo

Citi is seeking a trainee Product Sales Analyst in Mexico to deliver daily market updates and strategic plans to clients and sales staff. You will identify financial gaps, propose suitable products, and provide ongoing guidance on banking products through regular interactions.

The role emphasizes strong communication, product knowledge, and adherence to compliance, with direct impact mainly on your own responsibilities and contributions within the team.