BANAMEX Asesor Previsional

Reposted 2 Months Ago
Be an Early Applicant
Ciudad de México, Cuauhtémoc, Ciudad de México, MEX
In-Office
Internship
Fintech • Financial Services
The Role
Entry-level internship combining administrative support at Citi with field financial advisory duties. Responsibilities include routine tasks under supervision, client prospecting, telemarketing appointment scheduling, personalized pension/AFORE advice, follow-up and closing sales, workplace visits, and meeting district sales targets while adhering to compliance and risk controls.
Summary Generated by Built In

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, Global Consumer Banking, Enterprise O&T
Responsibilities:

  • Performs most basic, routine tasks/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 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.

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
  • Ability to multi-task

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 Afore

Resumen de perfil de puesto:

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 asignados 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 o Licenciatura concluida/trunca deseable.
  • Deseable Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
  • Deseable Recién Egresados de Carrera Técnica o Licenciatura en áreas económico/administrativas sin experiencia pero con interés en la promoción de Productos Financieros en campo.

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Job Family Group: Management Development Programs

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Job Family:Intern

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Time Type:Full time

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Most Relevant Skills Please see the requirements listed above.

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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.

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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.

Skills Required

  • GPA of 3.3 or above
  • Graduating with a Bachelor's/University degree or equivalent experience (or master degree next year)
  • Demonstrated analytical skills
  • Clear and concise written and verbal communication skills
  • Ability to cooperate, focus on group and client objectives
  • Innovative and creative problem solving
  • Detail oriented and quick thinking
  • Ability to multi-task
  • Bachillerato completed or Licenciatura completed/trunca desirable
  • Minimum 1 year experience in promotion and consultative sales, preferably financial products
  • Experience or interest in pension advising (asesoria previsional) and promotion of financial services
  • Experience in customer service or advisory roles and lead/contact generation

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength — Health coverage is presented as comprehensive, including free in-network preventive care, mental-health resources, and the Be Well Program. Materials also state new hires have access to health and insurance benefits from the outset.
  • Retirement Support — The retirement plan offers a $1-for-$1 match up to 6% of eligible pay. New employees are eligible for the plan, with automatic enrollment after 90 days if they do not enroll themselves.
  • Inclusive Benefits Coverage — Benefits highlight fertility treatment coverage, adoption/surrogacy reimbursement up to $30,000, and disability coverage. Coverage extends to spouses and domestic partners regardless of gender identity or sexuality, with gender-affirming care-related support noted.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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