**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
FUNCIONES: Manejo de clientes corporativos y empresariales para llevar acabo resolución de conflictos y soluciones integrales para el manejo del producto de nómina.
**Requisitos**:
- 3 años de servicio al cliente
- 3 años de conocimiento de productos bancarios.
- Manejo de proyectos
- inglés avanzado
- Lic concluida o trunca
- Excel básico
- Disponibilidad de viajar
SKILLS:
- Manejo de conflictos
- Destacado servicio al cliente
- Manejo de cartera de clientes
- Skills de ventas**Job Family Group**:
Consumer Sales
- **Job Family**:
Consumer Product Sales
- **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

📌 Banamex Product Sales Sr SupervisorMonterrey (Monterrey)
🏢 Citi
📍 Monterrey