Banamex Asesor Previsional Afore (Chihuahua)

Intern – Citi

The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, General Consumer Banking, Enterprise O&T.

• Performs the most basic, routine tasks and assignments.
• Works under direct supervision with detailed procedures.
• May service a very limited number of products/services.
• Applies knowledge of routine work area procedures.
• Completes standardized activities.
• Exchanges basic information with other co‑workers.
• Resolves task related problems in straightforward situations.
• Selects from a limited number of clearly defined options.
• Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• Qualifications:
  • GPA of 3.3 or above.
  • Demonstrated analytical skills.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Cooperation and focus in achieving group and client objectives.
  • Innovative and creative in solving problems.
  • Quick thinking and detail‑oriented.
• Education:
  • Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year.

This job description provides a high-level review of the types of work performed. Other job‑related duties may be assigned as required.

Asesor Previsional

El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignadas en coordinación con el equipo de asesores al consumidor más amplio.

• Funciones:
  • Prospección y búsqueda de clientes.
  • Programación de citas a través de telemarketing.
  • Asesoría personalizada a clientes identificando sus necesidades.
  • Seguimiento y cierre de venta.
  • Abordar a clientes objetivo a través de una propuesta de valor.
  • Visitas a centros laborales.
  • Desarrollar estrategias para el alcance de metas.
  • Lograr o superar los objetivos del puesto y de la Empresa.
• Habilidades:
  • Facilidad de palabra y comunicación.
  • Experiencia y gusto por la asesoría previsional.
  • Proactivo con enfoque a resultados.
  • Empático.
  • Orientación de servicio.
  • Tolerancia a la frustración.
  • Capacidad cognoscitiva.
  • Experiencia en la promoción de servicios financieros.
  • Experiencia en atención y/o asesorías.
  • Generación de contactos.
  • Redacción.
• Requisitos:
  • Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales.
  • Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de experiencia en alguna Afore y/o Asesoría en productos financieroso ventas en tiendas departamentales.
  • Recientemente egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia.
  • Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
  • Deseable con 3 o más años de experiencia en alguna Afore.

• Job Family Group: Management Development Programs.
• Job Family: Intern.
• Time Type: Full time.
• Most Relevant Skills: Please see the requirements listed above.
• Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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