Banamex - Banquero Bau Sr. Patrimonial- Ciudad De Mexico

Banamex

Ciudad De Mexico, Mexico
Hybrid
Customer service assistance
Meeting sales targets
Financial products and services
Banamex is seeking a Field Sales Lead Officer in Ciudad de Mexico to enhance customer service and meet sales targets related to financial products. The role requires extensive experience in sales, client development, and financial services, along with specific licenses. Candidates should be adept at analyzing performance metrics and fostering relationships within their sales district

Job Summary

  • The Field Sales Lead 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.
  • Responsibilities include assisting in developing product-level strategies, field execution of credit initiatives, and analyzing sales reports to ensure objectives are achieved.
  • The role requires assessing risk, demonstrating consideration for the firm's reputation, and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.

Matching Summary

Match Score: 85

Banamex is seeking a Field Sales Lead Officer in Ciudad de Mexico to enhance customer service and meet sales targets related to financial products. The role requires extensive experience in sales, client development, and financial services, along with specific licenses. Candidates should be adept at analyzing performance metrics and fostering relationships within their sales district.

Skills & Requirements

Must-have

  • customer service assistance
  • meeting sales targets
  • financial products and services
  • build relationships with clients
  • credit initiatives
  • sales reports analysis

Nice-to-have

  • market intelligence collection
  • competitive activity reporting
  • internal and Retail Partners relationship
  • ethical judgment and business practices

Key Requirements

  • 6-10 years of relevant experience
  • Required licenses: Series 7, Series 63, and Series 65
  • Sales/Credit experience required
  • Field Sales and/or client development experience required
  • Bachelor’s degree/University degree or equivalent experience
  • AMIB Figura 3 vigente

Work Rights

Not specified

Tailored Resume

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