The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s) of clerical/support employees. Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Improves process efficiencies in support of unit objectives. Requires a basic conceptual/practical grounding in policies as they apply to the business. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Typically deals with variable issues with potentially broader business impact. Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results. No direct responsibility for financial or resource planning. Work generally affects own team as well as other closely related work teams. Full supervisory responsibilities, including duties such as performance evaluation, compensation, hiring, disciplinary actions, and terminations as well as direction of daily tasks and responsibilities.
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 knowledge, attitude, skills, and habits.Ensure customer engagement by organizing meetings and discussing product offerings to build awareness in those meetings.Joint sales drills with relationship managers to facilitate customers buying the right product.Build the knowledge level of Branch Managers.Act as the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.Be vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates, and sales complaints.Highlight potential financial, regulatory, and credit risks to the franchise.Appropriately assess 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, as well as effectively supervising the activity of others and creating accountability with those who fail to maintain these standards. Qualifications: 2-5 years financial sales experience preferred. Education: Bachelor's/University degree or equivalent experience. Job Family Group: Consumer Sales
Job Family: Consumer Product Sales
Time Type: Full time
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