The field sales officer 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, in coordination with the broader consumer sales team.
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.
*responsibilities*:
- track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
- acquire new clients through tele-caller supported outbound calling and micromarketing activities
- regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
- complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
- analyze client interests, problems, and potential need for new products and services
- conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
- receive training and assistance for team members including sales executives and tele-callers
- organize marketing activities to get new sources of lead generation and new business
- conduct first level risk analysis to understand fitment with citi's policies
- fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
*qualifications*:
- 0-2 years of relevant experience
- experience in the financial sector and sales preferred
- working knowledge of related financial regulations and mortgage transaction structure
- general understanding of regulatory compliance, guidelines and regulations
- consistently demonstrates clear and concise written and verbal communication
- effective problem-solving and negotiation skills
*education*:
- 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.
*funciones principales*:
- atención a sucursales, asesoría a banqueros integrales y clientes personas físicas, sobre crédito hipotecario
- responsables de la atención y capacitación de la banca comercial (grupo de sucursales asignadas)
- atención a clientes de banca patrimonial, y banqueros patrimoniales
*requerimientos*:
- licenciaturas económico administrativo, o experiência equivalente
- manejo de pc
- deseable experiência en puesto similar o ventas con atención a clientes (en ramo inmobiliario)*job family group*:
consumer sales
- *job family*:
field sales
- *time type*:
full time-
- view citi's _eeo policy statement_ and the _know your rights_ poster._