The product sales analyst is a trainee professional role that requires a good understanding of processes, procedures, and systems used in carrying out assigned tasks, along with a basic knowledge of underlying concepts and principles. The role involves understanding team interactions to achieve objectives, making evaluative judgments based on factual analysis, and resolving problems through application of technical experience guided by precedents. Effective communication tailored to diverse audiences is essential. The impact of this role is limited to the quality of tasks and services provided, primarily affecting the individual’s own job performance.
responsibilities:
1. communicate daily market updates and trading strategies to clients and sales staff.
2. guide customers by identifying gaps in their wealth or asset allocation and introduce suitable products.
3. discuss banking products (fx, insurance, etc.) through daily interactions.
4. enhance product knowledge and sales techniques among branch colleagues through regular updates and technical analysis.
5. collaborate with branch managers to set plans to meet financial commitments.
6. drive bankers to achieve team goals.
7. ensure compliance with internal controls and sales activity requirements.
8. maintain good customer relationships to ensure a consistent, high-quality banking experience.
9. assess risk appropriately in business decisions, ensuring compliance with laws and regulations, safeguarding the firm’s reputation, and escalating issues transparently.
qualifications:
* preferred: previous banking experience.
education:
* bachelor’s degree or equivalent experience.
availability to travel within the country and relocate within the work area.
job family group: consumer sales
job family: consumer product sales
time type: full time
citi is an equal opportunity employer. Qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
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