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.responsibilitietrack incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being macquire new clients through tele-caller supported outbound calling and micromarketing activitiecomplete client handling beginning with sourcing and serve as the first point of contact for client concerns or questions regarding mutual fundsanalyze client interests, problems, and potential need for new products and servicereceive training and assistance for team members including sales executives and tele-callerconduct first level risk analysis to understand fitment with citi's policiequalification2-5 years of relevant experience as banker, financial advisor or call center agefigure 3 amib certificatioblackrock knowledge and experience is desirestong capacity to follow-up calls with clientconsistently demonstrates interest in client's need and shows empathgeneral understanding of regulatory compliance, guidelines and regulationconsistently demonstrates clear and concise written and verbal communicatioeffective problem-solving and negotiation skilleducatiobachelor's degree/university degree or equivalent experiencethis 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.view the "*eeo is the law*" poster.
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