- Communicate daily market update and trading strategic plan for clients and individual sales staff.
- Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
- Communication on banking (FX, Insurance, etc) products through daily interactions.
- Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
- Work with Branch Managers to set plan to meet financial commitment.
- Responsible for driving bankers to meet team goals.
- Strictly abide by the requirements of compliance & internal control on sales activities.
- Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
- 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.
- Previous banking experience preferred
- Bachelor's/University degree or equivalent experience
pll ejecutivo - Monterrey, México - Citi
Descripción
The Product Sales Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Responsibilities:
Qualifications:
Education:
Requisitos:
Experiencia en servicio al cliente (Deseable)
Disponibilidad para viajar
Buenas habilidades comunicación oral y escrita
Job Family Group:
Consumer Sales
Job Family:
Consumer Product Sales
Time Type:
Full time