Banamex Lider de Ventas Sector Financiero

Citi; New York (NY); On-site; USD 17,000 - 26,000; Full time

Job summary

Citi in Monterrey, Mexico seeks a Field Sales Supervisor to lead a team delivering sales and client support in coordination with the Consumer Sales group.

You will train staff, monitor performance, pursue new clients through outbound calls, address client questions, analyze needs for new products, and ensure compliance with Citi policies.

Qualifications

• Experience in the financial sector and sales preferred.
• Working knowledge of related financial regulations and mortgage transaction structure.
• General understanding of regulatory compliance, guidelines and regulations.
• Consistently demonstrates clear and concise written and verbal communication.
• Effective problem-solving and negotiation skills.

Responsibilities

• Train team members, monitor quantity and quality of work, and provide feedback to employees on performance.
• Track data submissions, logins, booking, and disbursal numbers to meet targets.
• Acquire new clients through tele-caller outbound calling and micromarketing.
• Serve as the first contact for client concerns or questions.
• Analyze client interests, problems, and potential need for new products and services.
• Conduct client, vendor, and channel meetings ~50% of the time and pursue revenue optimization.
• Receive training and assistance for team members including sales executives and tele-callers.
• Organize marketing activities to generate new sources of lead generation and new business.
• Conduct first level risk analysis to understand fitment with Citi’s policies.
• Appropriately assess risk when business decisions are made, safeguarding Citi’s reputation and assets.

Skills

Communication

Negotiation

Problem-solving

Education

Bachelor’s degree/University degree or equivalent experience

Job description

Banamex Lider de Ventas Sector Financiero

Monterrey, Nuevo León, Mexico

Full time

Discover your future at Citi

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Job Overview

The Field Sales 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:

• Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance
• Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
• Acquire new clients through tele-caller supported outbound calling and micromarketing activities
• Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
• Analyze client interests, problems, and potential need for new products and services
• Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
• Receive training and assistance for team members including sales executives and tele-callers
• Organize marketing activities to get new sources of lead generation and new business
• Conduct first level risk analysis to understand fitment with Citi’s policies
• 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:

• 0-2 years of relevant experience
• Experience in the financial sector and sales preferred
• Working knowledge of related financial regulations and mortgage transaction structure
• General understanding of regulatory compliance, guidelines and regulations
• Consistently demonstrates clear and concise written and verbal communication
• Effective problem-solving and negotiation skills
• Ability to communication across various teams

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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