**Responsibilities**:
- Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
- Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
- Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
- Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
- Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
- Build the knowledge level of Branch Managers.
- Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
- Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
- Highlight potential financial,



regulatory and credit risk to the franchise.
**Qualifications**:
- 2-5 yeas financial sales experience preferred
**Education**:
- Bachelor's/University degree or equivalent experience
- Indispensable experto en manejo de base de datos (SQL, SAS)
- Conocimiento deseable estructura de bases en SAS (certificación)
- Conocimientos de programación (WEB, Javascript, HTML)
- Experto en el manejo de herramientas para creación de reportes (Power BI, Excel, PowerPoint - Thinkcell, etc)
- Facilidad para el diseño de KPIs y trasladar el conocimiento en historias que permitan mejorar la gestión y dar cumplimiento a objetivos de ventas
- Disponibilidad para trasladarse a diferentes sedes a reuniones
- Inglés intermedio**Job Family Group**:
Consumer Sales
- **Job Family**:
Consumer Product Sales
- **Time Type**:
Full time-
- View Citi's _EEO Policy Statement_ and the _Know Your Rights_ poster._

📌 Banamex Product Sales Sr Supervisor (Xico)
🏢 Citi
📍 Xico