Asesor Hipotecario C10 - Monterrey, México - Citi

Citi

Empresa verificada

Monterrey, México

hace 2 semanas

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

The Field Sales 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:

Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
Acquire new client through telecaller supported outbound calling and micromarketing activities
Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
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 telecallers
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

Qualifications:

02 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 problemsolving and negotiation skills

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.

Principales funciones:

Atención y servicio a brokers y clientes de la División Norte, sobre crédito hipotecario
Responsables de la relación integral con su cartera de brokers asignados, así como de la operación y formalización de los créditos hipotecarios
Relación, comunicación y servicio con la estructura comercial de los master brokers

Se requiere:

Licenciaturas económico administrativo (deseable), o experiência equivalente 1 a 2 años
Manejo de PC y paquetería office
Deseable experiência en puesto similar o
_ventas de productos financieros_

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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.

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

View the
EEO Policy Statement.

View the **Pay Transparency Posting