The Field Sales Officer 2 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. 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.
Responsibilitie
Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being m
Acquire new clients through tele-caller supported outbound calling and micromarketing activitie
Complete client handling beginning with sourcing and serve as the first point of contact for client concerns or questions regarding mutual funds
Analyze client interests, problems, and potential need for new products and service
Receive training and assistance for team members including sales executives and tele-caller
Conduct first level risk analysis to understand fitment with Citi’s policie
Qualification
2-5 years of relevant experience as banker, financial advisor or call center age
Figure 3 AMIB Certificatio
BlackRock knowledge and experience is desire
Stong capacity to follow-up calls with client
Consistently demonstrates interest in client's need and shows empath
General understanding of regulatory compliance, guidelines and regulation
Consistently demonstrates clear and concise written and verbal communicatio
Effective problem-solving and negotiation skill
Educatio
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.
- Certificación Figura 3 de AMIB (Vigente)
- Conocimiento de la Oferta de Productos BlackRock (deseable)
- Interés por tendencias de mercado
- Gusto por las ventas de inversiones
- Excelente manejo de relaciones interpersonales y capacidad para dar seguimiento a llamadas de clientes
- Experiência relevante como banquero o asesor de inversiones, ventas y atención a clientes
- **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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View the **EEO Policy Statement**.
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