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 experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Experiência en manejo de fondos de Inversión
Certificación AMIB 3 DESEABLE
Manejo de Office intermedio
Disponibilidad de traslado en CDMX y área Metropolitana
Manejo de Equipo de trabajo - Deseable
Enfoque a resultados de venta
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Field Sales
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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