C

Citi

Runs banking and payments for global clients

Banamex Asesor Previsional Afore

Field SalesUpdated on Nov 10
Full-timeMexico City, CDMX, MexicoNo salary listedIn-person

About the Job

Requirements

  • A GPA of 3.3 or above.
  • Demonstrated analytical skills.
  • Clear and concise written and verbal communication skills.
  • Ability to cooperate and focus on achieving group and client objectives.
  • Innovative and creative problem-solving ability.
  • Quick thinking and attention to detail.
  • Ability to multitask.
  • Completed high school education or completed/incomplete undergraduate education is desirable.
  • At least one year of experience in consultative promotion and sales, preferably involving financial products.
  • Recent graduates with an undergraduate degree in an economic or administrative field and no experience are desirable if interested in promoting and advising on financial products in the field.
  • Experience or interest in retirement-planning advice.
  • Experience promoting financial services.
  • Experience providing customer service or advice.
  • Ability to generate contacts.
  • Writing skills.

Responsibilities

  • Perform basic routine tasks and assignments under direct supervision and detailed procedures.
  • Apply knowledge of routine work-area procedures and complete standardized activities.
  • Exchange basic information with coworkers and resolve straightforward task-related problems by selecting among limited, clearly defined options.
  • Assess risk in business decisions, safeguard the firm's reputation, clients, and assets, comply with applicable laws, rules, and regulations, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
  • Prospect and search for clients.
  • Schedule appointments through telemarketing.
  • Provide personalized advice to clients by identifying their needs.
  • Follow up with clients and close sales.
  • Approach target clients with a value proposition.
  • Visit workplaces.
  • Develop strategies to meet targets.
  • Meet or exceed position and company objectives.
  • Advise clients and prospects comprehensively and offer alternatives aligned with their needs.
  • Meet financial-product and service advisory objectives within the assigned district or location, coordinating with the broader consumer-advisor team.

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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