The Product Sales Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Responsibilities:
- Communicate daily market update and trading strategic plan for clients and individual sales staff.
- Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
- Communication on banking (FX, Insurance, etc) products through daily interactions.
- Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
- Work with Branch Managers to set plan to meet financial commitment.
- Responsible for driving bankers to meet team goals.
- Strictly abide by the requirements of compliance & internal control on sales activities.
- Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
- 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:
- Previous banking experience preferred
Education:
- Bachelor’s/University degree or equivalent experience
Función principal:
Visita periódica para apertura de cuentas de nómina (calendarizada) a empresas a nivel nacional
Requerimientos
- Licenciaturas económico administrativo, o experiencia equivalente
- Ofiice – Básico/intermedio
- Manejo de PC
- Experiencia previa atención a clientes
- Habilidad para desenvolverse efectivamente
- Facilidad de palabra, empatía, actitud de servicio
- Disponibilidad para viajar
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Consumer Product 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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Top Skills
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.






