The product sales sr supervisor provides leadership and supervisory responsibility for a medium-sized operational/administrative team of clerical/support employees. The role requires a good understanding of procedures and concepts within their technical/subject area, along with basic knowledge of related areas to understand their interrelation. The supervisor improves process efficiencies to support unit objectives and has a basic grounding in applicable policies. Developed communication and diplomacy skills are essential for exchanging complex or sensitive information. This role typically deals with variable issues that can have broader business impacts, influencing decisions through advice, counsel, and facilitating services. The supervisor has full supervisory responsibilities, including performance evaluation, hiring, disciplinary actions, and directing daily tasks.
responsibilities:
* support the sales team in selling products to existing clients through portfolio analysis, needs assessment, and customer risk profiling.
* disseminate information on industry trends, financial markets, and competitive products for meaningful sales engagement.
* develop training plans for relationship managers and ensure successful completion of regulatory and knowledge training.
* organize customer engagement activities to build product awareness.
* conduct joint sales drills with relationship managers to facilitate appropriate product sales.
* enhance the product knowledge of branch managers.
* act as the compliance gatekeeper in the region/branch to ensure adherence to regulatory guidelines.
* monitor for potential sales complaints, cancellations, surrender ratios, lapse rates, and sales issues.
* identify potential financial, regulatory, and credit risks to the franchise.
* assess risks appropriately in business decisions, ensuring compliance with laws, regulations, and policies, and maintain ethical standards. Supervise activities and create accountability among team members.
qualifications:
* 2-5 years of financial sales experience preferred.
education:
* bachelor’s degree or equivalent experience.
* experience in sales.
* knowledge of financial products.
* availability to travel.
* customer service orientation.
additional information includes the job family group (consumer sales), job family (consumer product sales), and employment type (full time). Citi is an equal opportunity employer committed to diversity and inclusion. Reasonable accommodations are available for applicants with disabilities. For more information, see citi’s eeo policy and accessibility resources.
#j-18808-ljbffr