Asesor de Inversiones Priority - Ciudad de México - Citi

Citi
Citi
Empresa verificada
Ciudad de México

hace 4 semanas

Rodrigo Fernández

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee
Descripción

The Field Sales Officer 2 is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location.

The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilitie

Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being m

Acquire new clients through tele-caller supported outbound calling and micromarketing activitie

Complete client handling beginning with sourcing and serve as the first point of contact for client concerns or questions regarding mutual funds

Analyze client interests, problems, and potential need for new products and service

Receive training and assistance for team members including sales executives and tele-caller

Conduct first level risk analysis to understand fitment with Citi's policie

Qualification

2-5 years of relevant experience as banker, financial advisor or call center age

Figure 3 AMIB Certificatio

BlackRock knowledge and experience is desire

Stong capacity to follow-up calls with client

Consistently demonstrates interest in client's need and shows empath

General understanding of regulatory compliance, guidelines and regulation

Consistently demonstrates clear and concise written and verbal communicatio

Effective problem-solving and negotiation skill

Educatio

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.

  • Certificación Figura 3 de AMIB (Vigente)
  • Conocimiento de la Oferta de Productos BlackRock (deseable)
  • Interés por tendencias de mercado
  • Gusto por las ventas de inversiones
  • Excelente manejo de relaciones interpersonales y capacidad para dar seguimiento a llamadas de clientes
  • Experiência relevante como banquero o asesor de inversiones, ventas y atención a clientes
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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

  • Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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