C

Citi

Runs banking and payments for global clients

Asesor Previsional Afore

Field SalesConfirmed live in the last 24 hours
Full-timeCiudad Madero, Tamaulipas, MexicoIn-person

About the Job

Requirements

  • A completed and verifiable high school certificate is required.
  • Availability to work full time is required.
  • Interest in sales and customer service is required.
  • A strong service orientation is required.
  • A GPA of 3.3 or above is required.
  • Demonstrated analytical skills are required.
  • Clear and concise written and verbal communication skills are required.
  • Cooperation and focus on achieving group and client objectives are required.
  • Creativity in solving problems is required.
  • Quick thinking and attention to detail are required.

Responsibilities

  • Identify and prospect new clients to expand the business portfolio.
  • Provide personalized advice to clients on retirement savings solutions and pension products.
  • Schedule and manage appointments with clients and prospects to identify their financial needs.
  • Follow up on business opportunities through to closing sales.
  • Implement commercial strategies that support placement objectives.
  • Visit workplaces to promote Banamex products and services.
  • Build and strengthen trusting client relationships to foster loyalty and retention.
  • Meet established sales targets and performance indicators.
  • Maintain high standards of service and customer care throughout the commercial process.
  • Perform routine assignments under direct supervision and follow detailed procedures.
  • Service a limited number of products or services, apply routine work-area procedures, and complete standardized activities.
  • Exchange basic information with coworkers, resolve straightforward task-related problems, and select from a limited number of clearly defined options.
  • Assess risk in business decisions, protect the firm's reputation and client assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Desired Qualifications

  • Experience in sales or placement of financial products is desirable.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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