Asesor Pyme Guadalajara - Zapopan, México - Citi

Citi

Empresa verificada

Zapopan, México

hace 2 semanas

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

The Sales Support Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
Assist sales by tracking and helping execute on follow up items from internal and client meetings
Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
Work with sales team members to keep CRM and other internal systems active and accurate
Series 7 and 63 required
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation.
Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services

Qualifications:

02 years relevant experience
Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.)
Use of Client Relationship Management (CRM) system
Demonstrated interpersonal skills related to client interaction, and internal team interactions
Proficient with Microsoft Excel, Word, PowerPoint

Education:

Bachelor's/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.

Conocimiento avanzado en Excel, trabajo bajo presión, disponibilidad de horario, disponibilidad del 40% de trabajo en campo, enfoque a resultados y trabajo en equipo.

Habilidades:
Facilidad de palabra, comunicación asertiva, pensamiento creativo y resolución de problemas.

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Job Family Group:

Institutional Sales

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Job Family:

Institutional Sales Support

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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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EEO is the Law" poster. View the
EEO is the Law Supplement.

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EEO Policy Statement.

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