Banamex Coordinador De Seguros - Metepec

Job Req Id:********Location(s):Metepec, México, Mexico**Job Type**:On-Site/ResidentPosted:Mar.24, ******Discover your future at Citi**:Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**:The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team.The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs. **Responsibilities**:- Develop and implement sales plans to achieve all monthly and annual new asset referral targets- Interact with managers and directors to ensure ongoing communication regarding existing and future client needs- Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities- including legal, corporate, and regulatory- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets- Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles- Resolve client complaints and issues promptly and efficiently**Qualifications**:- 2-5 years of relevant experience- Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10- Previous sales experience preferred- Ability to communicate with all levels of management- Extensive knowledge of financial and securities industry regulations- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements- Effective problem-solving and decision-making skills- Consistently demonstrates clear and concise written and verbal communication**Education**:- Bachelor's degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed.Other job-related duties may be assigned as required.El Coordinador de Seguros tiene como objetivo asegurar el cumplimiento de las metas comerciales de seguros en el Distrito mediante la capacitación, acompañamiento, supervisión y seguimiento operativo de ejecutivos y equipos en sucursal.Es responsable de fortalecer las capacidades comerciales del personal, impulsar la correcta ejecución de los procesos de venta, garantizar el conocimiento y ofrecimiento adecuado de los productos, y dar visibilidad oportuna del avance a la Gerencia de Sucursal y Dirección Distrital.Asimismo, promueve la mejora continua a través de visitas periódicas, sesiones de evaluación, establecimiento de compromisos y la integración de buenas prácticas comerciales.
- Revisión de plan de trabajo, objetivos y compromisos con el Gerente de sucursal.
- Conocer los números y avance del equipo en sucursal- Acompañamiento con ejecutivos PYME- Acompañamiento con ejecutivos Priority- Establecimiento de compromisos y acuerdos con el equipo de sucursal y gerente**Requisitos**:- 3 años de experiência en manejo de sucursales en el área comercial y en la institución.
- Facilidad para comunicar estrategias y objetivos.
- Manejo de planes de trabajo y los avances correspondientes.
- Facilidad de Coaching individual y de grupo.
- Modelaje en atención al cliente.
- Elaboración y envió de reportes.
- Manejo de Excel.
- Capacidad para dar seguimiento a acuerdos.
- Disponibilidad para viajar. **Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **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.
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