**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 experienceJob Family Group:
Consumer Sales
- **Job Family**:
Consumer Product Sales
- Time Type:
Full time
- Most Relevant Skills
Please see the requirements listed above.
- Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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📌 Banamex - Inc Ejecutivo De Ventas Nomina Empresarial Querétaro (Santiago de Querétaro)
🏢 Citigroup
📍 Santiago de Querétaro