Lider de Ventas Sector Financiero

Citibank (Switzerland) AG; Mexico; On-site; Confidential; Full time

Job summary

Citibank (Switzerland) AG en Monterrey busca un/a Supervisor(a) de Ventas Sector Financiero para liderar un equipo de asesores y alcanzar las metas de ventas junto con el equipo de Consumer Sales. La función implica gestionar objetivos, planificar estrategias comerciales, analizar resultados y asegurar la entrega de un servicio de alta calidad a clientes Citi.

Requiere formación universitaria y 2–5 años de experiencia en ventas y liderazgo.

Qualifications

• Licenciatura o experiencia equivalente.
• 2 años de experiencia gestionando equipos de ventas.
• Experiencia en productos financieros deseable.
• Habilidades de liderazgo, negociación y comunicación.

Responsibilities

• Gestionar equipo de asesores comerciales.
• Lograr y priorizar metas de ventas.
• Definir estrategias de ventas y planes de cliente.
• Supervisar cumplimiento de políticas y normativas.
• Mantener comunicación clara y proactiva con clientes.

Skills

Liderazgo

Gestión de equipos

Ventas

Negociación

Comunicación

Education

Licenciatura/Bachelor's degree

Tools

Excel

PowerPoint

Job description

## Lider de Ventas Sector FinancieroApplylocations: Acapulco Guerrero Mexico: Uruapan Michoacan Mexico: Morelia Michoacan Mexicotime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 12, 2026 (30+ days left to apply)job requisition id: 26980451The Field Sales Sr. Supervisor is an intermediate position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales and customer support activities in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to assist team in meeting sales targets. **Responsibilities:*** Manage a sales team by setting targets and monitoring progress against them, communicating expectations, clearly defining sales strategies and the business vision, and addressing the needs of individual team members* Resolve issues with client accounts in an effective and efficient manner* Facilitate and simplify the development of team territory and client plans, consistent with company sales strategies* Develop team targets and coach members in reaching and exceeding targets by monitoring quality and quantity of work* Ensure that the team delivers appropriate levels of service* Monitor clients’ orders and resolve issues accurately, ensuring accuracy and promptness* Ensures compliance of managed team to all Citibank policies* Resource locations appropriately, ensuing that staffing needs are met* 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.**Qualifications:*** 2-5 years of relevant experience* Previous experience in sales and management required* Proactive leadership and motivational skills* Consistently demonstrates clear and concise written and verbal communication* Creative problem solving and strategic thinking skills**Education:*** Bachelor’s degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Funciones:* Gestionar equipo de asesores en área comercial de AFORE.* Negociar y ejecutar estrategias con socios comerciales internos y clientes externos.* Garantizar cumplimiento de metas.* Desarrollar, capacitar y acompañar a la fuerza de ventas.* Dar cumplimiento a la normatividad y temas regulatoriosExperiencia:* Manejo de office (Excel intermedio, Powerpoint intermedio)* 2 años de experiencia en manejo de equipo de ventas indispensable.* 2 a 5 años de experiencia en ventas, deseable productos financieros.Educación:* Licenciatura o experiencia equivalente.Habilidades:* Liderazgo, comunicación, negociación, orientación a resultados.* Gusto por servicio* Proactivo, dinámico* Facilidad de palabraLugar de trabajo: Torre Citica MonterreyLunes a Viernes30% oficina 70% campo100% presencial