The Product Sales Analyst is a developing professional role.
Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data.
Identifies policy gaps and formulates policies.
Interprets data and makes recommendations.
Researches and interprets factual information.
Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.
Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices.
Good understanding of how the team interacts with others in accomplishing the objectives of the area.
Develops working knowledge of industry practices and standards.
Limited but direct impact on the business through the quality of the tasks/services provided.
Impact of the job holder is restricted to own team.
**Responsibilities**:
- Provide daily market update and trading strategic plan for clients and individual sales staff.
- Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
- Coaching and motivation on banking (FX, Insurance, etc) products through daily interactions.
- Provide branch colleagues updates on particular products by regular market update and technical analysis.
- Work with Branch Managers to set plan to meet financial commitment.
- Assist bankers on meeting 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.
**Qualifications**:
- 0-2 years financial planning experience preferred
- Excellent communication and people skills.
Knowledge of financial planning skills, insurance laws, insurance products and investment products.
Enthusiasm in achieving goals.
Able to work under pressure to deliver the individual sales target.
Positve and good coperate mind set.
Open mind and willing to embrace changes.
- Good knowledge of tax law and general financial and economic market.
**Education**:
- Bachelor's/University degree or equivalent experience
**Propósito del Puesto**:
Ejecutar y dar seguimiento a la operación diaria de la célula, asegurando la correcta atención de solicitudes internas, el cumplimiento de procesos y la entrega oportuna de reportes y actualizaciones.
Este rol requiere una persona proactiva, orientada a soluciones, que impulse la evolución y mejora continua de procesos de manera progresiva.
**Responsabilidades Principales**:
- Gestionar y dar seguimiento a la operación diaria de la célula,



asegurando cumplimiento en tiempos y calidad.
- Realizar actualizaciones de bases de datos.
- Generar reportes de seguimiento y control.
- Identificar oportunidades de mejora en procesos para optimizar tiempos y minimizar errores.
- Atención de solicitudes internas relacionadas con los servicios propios del área.
- Participar en iniciativas de nuevos proyectos con distintas áreas, orientados a resolver necesidades del negocio Payroll y mejorar la experiência de nuestros clientes internos y externos.
**Perfil Deseado.
**
**Conocimientos Técnicos**:
- Manejo de Excel intermedio (tablas dinámicas, gráficas, filtros, cruces de información).
- Deseable: conocimientos básicos en automatización o interés por aprender herramientas como VBA, Access, Power Query/Pivot, SQL/SAS.
**Competencias Fundamental**:
- Organización y seguimiento de tareas.
- Orientación a soluciones, con actitud positiva ante retos.
- Enfoque en calidad y cumplimiento.
- Colaboración y comunicación efectiva con distintas áreas.
- Hambre de aprendizaje y disposición para adquirir habilidades técnicas.
**Job 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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- View Citi's _EEO Policy Statement_ and the _Know Your Rights_ poster._

📌 Banamex - Especialista Operativo En Gestión De Procesos PayrollCdmx (Xico)
🏢 Citi
📍 Xico