Puesto 50288v Field Sales Intmd Officer - Mexicali, México - Citi

Citi

Empresa verificada

Mexicali, México

hace 3 días

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

The Field Sales Intmd Officer 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, in coordination with the broader Consumer Sales team.

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.

Responsibilities:

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

Qualifications:

25 years of relevant experience
Required 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 manage deadlines or unexpected changes in expectations or requirements
Effective problemsolving and decisionmaking skills
Consistently demonstrates clear and concise written and verbal communication

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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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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