Banamex - Inc Ejecutivo De Ventas Nomina Empresarial Querétaro (Santiago de Querétaro)

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.
• Draw up the training roadmap for the individual relationship manager and ensure successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
• Ensure 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 i product.
• 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 years financial sales experience preferred.

Education

• Bachelor's/University degree or equivalent experience.

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