Banamex - Ejecutivo de Ventas Nomina Corporativa Monterrey

The Product Sales Sr Supervisor provides leadership and supervisory responsibility for a medium-sized operational/administrative team. The role requires a good understanding of procedures and concepts within the supervisor’s technical area and a basic knowledge of related areas to understand how they integrate with the broader business. The supervisor improves process efficiencies in support of unit objectives, possesses a grounding in relevant policies, and communicates complex or sensitive information with diplomacy and discretion. The supervisor handles variable issues with broader business impact, influences decisions through advice and facilitating services, and is accountable for volume, quality, and timeliness of outcomes. No direct responsibility for financial or resource planning. The role impacts both the supervisor’s team and closely related work teams, and carries full supervisory responsibilities including performance evaluation, compensation, hiring, disciplinary actions, and daily task direction.

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 meaningful sales engagement.
• Draw up the training roadmap for individual relationship managers and ensure successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
• Ensure customer engagement by organizing meetings and speaking about product offerings to build awareness.
• Conduct joint sales drills with relationship managers to facilitate customers buying the right product.
• Build the knowledge level of Branch Managers.
• Serve as the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
• Stay 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.
• Assess risk when business decisions are made, demonstrate consideration for the firm’s reputation and safeguard the company, its clients and assets by driving compliance with laws, rules and regulations, applying sound ethical judgment, and reporting control issues with transparency.

Qualifications

• 2‑5 years of financial sales experience preferred.

Education

• Bachelor’s/University degree or equivalent experience.
• 100% experience in sales, client prospecting for payroll, SMB or corporate accounts.
• Presentation of value offers.
• Close sales.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

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