Consumer Product Sales Analyst 1

hace 2 semanas


Tláhuac, Ciudad de México Citi A tiempo completo

Responsibilities:

  • Communicate daily market update and trading strategic plan for clients and individual sales staff.
  • Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
  • Communication on banking (FX, Insurance, etc) products through daily interactions.
  • Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
  • Work with Branch Managers to set plan to meet financial commitment.
  • Responsible for driving bankers to meet 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:

  • Previous banking experience preferred

Education:

  • Bachelor's/University degree or equivalent experience


Desarrollar e implementar procesos y proyectos para el área de ventas de ejecutivos de sucursales, asegurando que todos los sistemas de aperturas y los procesos de las diferentes familias de productos tengan un proceso homologado, con controles que minimicen los riesgos y apegado a regulaciones y políticas internas.

Realizar negociaciones con gerencias de producto, backofficce, legal, compliance, sobre cambios en procesos y mejoras a los sistemas

Coordinar cambios normativos y comunicación a sucursal referente al área de ventas.

Identificar riesgos y controles de los procesos de la dirección comercial.

Seguimiento a los temas relacionados con la matriz de riesgos y control de la dirección del área.

Atención a Auditorias internas y de reguladores, así como el seguimiento y atención a Issues/CAPs.

Participar en creación y revisión de documentación de nuevos requerimientos a través de metodología Agilé para sistemas BAU como Platino:

  • Realizar documentación de Historias de Usuario cuando el proyecto es solicitado por el área de ventas
  • Revisar Historias de Usuario/requerimiento funcional cuando el proyecto es solicitado es por la Gerencia de Producto.
  • Participar en sesiones de refinamiento de la documentación con el equipo de tecnología y áreas involucradas en el proceso (Gerencia de producto, Backoffice, áreas de control)

Pruebas UAT para liberación de proyectos

  • Definición de matrices de prueba
  • Participar en sesiones de trabajo con el equipo de Quality Assurance para la revisión de la matriz
  • Revisión de scripts generados por el área de Quality Assurance
  • Participación en sesiones de trabajo para corrección de scripts
  • Revisión de las evidencias de las pruebas ejecutadas por Quality Assurance a través de ALM
  • Aprobación de evidencias para salida a producción

Seguimiento a INC ́s

  • Identificar hallazgos operativos en producción derivado de reportes de sucursal
  • Dar seguimiento al análisis que realiza tecnología para identificar si se requiere realizar alguna adecuación en producción
  • Realizar requerimiento de corrección de hallazgo
  • Dar seguimiento postimplementación

Actividades BAU

  • Atención a dudas de sucursal
  • Solicitud de actualización parámetros productivos cuando la operación así lo requiera.
-
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

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