Product Portfolio Manager
hace 1 día
**Job Summary**:
Citi is seeking a highly skilled Product Portfolio Manager to support the sales team in selling products to existing customers through portfolio analysis, needs analysis, and customer risk profiling.
**Key Responsibilities**:
• Develop and disseminate industry insights, financial market analysis, and competitor product information to facilitate meaningful sales engagements.
• Create training roadmaps for individual relationship managers and ensure successful completion of training certifications on regulatory and knowledge, attitude, skills, and habits.
• Organize customer meets and present product offerings to build awareness and drive sales.
• Collaborate with relationship managers on joint sales drills to facilitate customers purchasing the right products.
• Build knowledge levels of Branch Managers and ensure adherence to regulatory guidelines.
• Monitor potential sales complaints, free look cancellations, surrender ratios, lapse rates, and sales complaints.
• Identify and highlight potential financial, regulatory, and credit risks to the franchise.
**Requirements**:
• 2-5 years of financial sales experience preferred.
• Bachelor's/University degree or equivalent experience.
• Advanced Excel management skills.
**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.
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