Banamex Product Sales Sr Supervisor

hace 3 semanas

Ciudad de México Citi A tiempo completo

**Responsibilities**:- Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.- Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.- Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.- Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.- Joint sales drills with relationship managers to facilitate customers buy the right iproduct.- Build the knowledge level of Branch Managers.- Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.- Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.- Highlight potential financial, regulatory and credit risk to the franchise.**Qualifications**:- 2-5 yeas financial sales experience preferred**Education**:- Bachelor’s/University degree or equivalent experience- Indispensable experto en manejo de base de datos (SQL, SAS)- Conocimiento deseable estructura de bases en SAS (certificación)- Conocimientos de programación (WEB, Javascript, HTML)- Experto en el manejo de herramientas para creación de reportes (Power BI, Excel, PowerPoint - Thinkcell, etc)- Facilidad para el diseño de KPIs y trasladar el conocimiento en historias que permitan mejorar la gestión y dar cumplimiento a objetivos de ventas- Disponibilidad para trasladarse a diferentes sedes a reuniones- Inglés intermedio**Job Family Group**:Consumer Sales- **Job Family**:Consumer Product Sales- **Time Type**:Full time-- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

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