- Provide full leadership and direction to a team of employees supporting sales and customer activities- Train team members and monitor quantity and quality of work- Provide employee performance feedback- Track submissions, logins, booking, and disbursal data against targets- Acquire new clients through outbound calling and micromarketing activities- Handle clients from sourcing and serve as the first point of contact for concerns and questions- Analyze client interests, problems, and potential needs for new products and services- Conduct client, vendor, and channel meetings 50% of the time- Perform revenue optimization activities- Support sales executives and tele-callers with training and assistance- Organize marketing activities for lead generation and new business- Conduct first-level risk analysis for fit with Citi policies- Assess and manage risk in business decisions- Drive compliance, escal*ate* and report control issues, supervise others, and create accountabilityRequirements- 0-2 years of relevant experience- Experience in the financial sector and sales preferred- Working knowledge of related financial regulations and mortgage transaction structure- General understanding of regulatory compliance,



guidelines and regulations- Consistently demonstrates clear and concise written and verbal communication- Effective problem-solving and negotiation skills- Ability to communicate across various teams- Bachelor's degree/University degree or equivalent experience- Compliance with applicable laws, rules, regulations, and Citi policies- Sound ethical judgment regarding personal behavior, conduct, and business practicesCore CompetenciesDemonstrates strong leadership in managing a sales team while ensuring compliance with financial regulations and optimizing revenue through effective client engagement and risk analysis.
Possesses excellent communication and problem-solving skills to support team performance and client needs.Highest-signal resume keywords- Team Leadership- Sales Support- Client Acquisition- Regulatory Compliance- Risk AnalysisHard Skills- Financial Regulations- Mortgage Transaction Structure- Revenue Optimization- Data Tracking- Performance FeedbackSoft Skills- Clear Communication- Problem-Solving- Negotiation Skills- Team Collaboration- Ethical JudgmentCertifications & Qualifications- Bachelor's DegreeIndustry Keywords- Financial Sector- Compliance- Lead Generation- Client Management- Micromarketing#J-*****-Ljbffr

📌 Lider De Ventas, Sector Financiero (Monterrey)
🏢 Jobtailor
📍 Monterrey