Wealth Patrimonial Field Sales Pro

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; León; Presencial; MXN 240.000 - 360.000; Jornada completa

Descripción de la vacante

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking an intermediate Field Sales Intmd Officer to provide customer service and meet sales targets for financial products within the assigned district, coordinating with the Consumer Sales team.

The role requires building relationships with clients, applying broad product knowledge to identify suitable financial solutions, and driving compliant selling practices across the branch network.

Formación

• 2-5 years of relevant experience.
• Licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.
• Previous sales experience preferred.
• Ability to communicate with all levels of management.
• Extensive knowledge of financial and securities industry regulations.
• Ability to work under pressure and meet deadlines or unexpected changes in expectations or requirements.
• Clear and concise written and verbal communication.

Responsabilidades

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets.
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs.
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities.
• including legal, corporate, and regulatory
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
• Resolve client complaints and issues promptly and efficiently
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Conocimientos

Sales experience

Communication

Regulatory knowledge

Problem-solving

Time management

Educación

Bachelor's degree/University degree or equivalent experience

Descripción del empleo

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking an intermediate Field Sales Intmd Officer to provide customer service and meet sales targets for financial products within the assigned district, coordinating with the Consumer Sales team.

The role requires building relationships with clients, applying broad product knowledge to identify suitable financial solutions, and driving compliant selling practices across the branch network.