Financial Services Specialist
hace 4 semanas
The role of a Field Sales Intermediate Officer at Citi involves providing exceptional customer service and meeting sales targets for financial products and services within a designated district or location. This position requires effective communication with clients to identify their needs and provide tailored solutions.
Key responsibilities include:
1. Developing and implementing sales plans to achieve monthly and annual new asset referral targets
2. Collaborating with managers and directors to ensure ongoing communication regarding client needs
3. Designing and executing integrated sales and marketing strategies aligned with sales goals and supporting sales service activities
4. Ensuring adherence to operational controls, including legal, corporate, and regulatory procedures, to safeguard client and bank assets
5. Monitoring the quality of investment consultant activities, including sales targets, referral targets, and compliance adherence
6. Resolving client complaints and issues promptly and efficiently
Required qualifications include:
1. 2-5 years of relevant experience in the financial industry
2. Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
3. Previous sales experience is preferred
4. Ability to communicate effectively with all levels of management
5. Extensive knowledge of financial and securities industry regulations
6. Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
7. Effective problem-solving and decision-making skills
8. Clear and concise written and verbal communication
This position offers a competitive salary estimated at $**65,000 - $80,000 per year**, depending on location and experience. Additionally, Citi provides a range of benefits, including certification opportunities such as Fig. Amib 3, and an equal opportunity employer status.
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