responsibilitiessupport 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.qualifications2-5 yeas financial sales experience preferrededucationbachelor's/university degree or equivalent experienceexperiência en ventasconocimiento en productos financierosdisponibilidad para viajaratención a clienteslicenciatura terminadajob family groupconsumer salesjob familyconsumer product salestime typefull timeview citi's eeo policy statement and the know your rights poster.
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