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Asesor Presional Afore entry-level at Banamex in San Pedro Garza García. Focus on client advisory, telemarketing, and sales of financial products.
Opportunity to build a career in financial consulting, develop prospecting skills, and achieve sales targets for Afore products.
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Job Overview
The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&T
Responsibilities
- Performs most basic, routine tasks/assignments
- Works under direct supervision with detailed procedures
- May service a very limited number of products/services
- Applies knowledge of routine work area procedures
- Completes standardized activities
- Exchanges basic information with other co-workers
- Resolves task related problems in straightforward situations
- Selects from a limited number of clearly defined options
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
GPA of 3.3 or above
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Cooperation and focus in achieving group and client objectives
Innovative and creative in solving problems
Quick thinking and detail oriented
Education
Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
ASESOR PREVISIONAL AFORE
Resumen de perfil de puesto:
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.
Funciones:
Prospección y búsqueda de clientes
Programación de citas a través de telemarketing
Asesoría personalizada a clientes identificando sus necesidades
Seguimiento y cierre de venta
Abordar a clientes objetivo a través de una propuesta de valor
Visitas a centros laborales
Desarrollar estrategias para el alcance de metas
Lograr o superar los objetivos del puesto y de la Empresa
Habilidades:
Facilidad de palabra y comunicación
Experiencia y gusto por la asesoría previsional
Proactivo con enfoque a resultados
Empático
Orientación de servicio
Tolerancia a la frustración
Capacidad cognoscitiva
Experiencia en la promoción de servicios financieros
Experiencia en atención y/o asesorías
Generación de contactos
Redacción
Requisitos:
Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales.
Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en productos financieros o ventas en tiendas departamentales.
Recién egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia.
Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
Deseable con 3 o más años de Experiencia en alguna Afore.
Job Family Group
Management Development Programs
Job Family
Intern
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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