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.
* drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
* ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
* joint sales drills with relationship managers to facilitate customers buy the right iproduct.
* build the knowledge level of branch managers.
* be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
* be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
* highlight potential financial, regulatory and credit risk to the franchise.
qualifications
* 2-5 yeas financial sales experience preferred
education
* bachelor’s/university degree or equivalent experience
* experiência en ventas
* conocimiento en productos financieros
* disponibilidad para viajar
* atención a clientes
* licenciatura terminada
job family group
consumer sales
job family
consumer product sales
time type
full time
view citi’s eeo policy statement and the know your rights poster.
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