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Financial Services Representative

hace 2 meses

Ciudad de México, Ciudad de México Citi A tiempo completo
Job Summary

Citi is seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our Consumer Sales team, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services.

Key Responsibilities
  • Develop and implement sales plans to achieve monthly and annual new asset referral targets
  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
  • Develop and execute integrated sales and marketing strategies aligned to sales goals and support sales service activities
  • Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
  • Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, and strict adherence to compliance
  • Resolve client complaints and issues promptly and efficiently
Requirements
  • 2-5 years of relevant experience in sales and customer service
  • Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
  • Previous sales experience preferred
  • Ability to communicate with all levels of management
  • Extensive knowledge of financial and securities industry regulations
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Effective problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication
Education

Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.