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Analista de Procesamiento de Datos en Banamex – ¡Aporta a la estrategia de mercado y asociación con clientes!
Únete a Citi y lidera la evaluación de procesos y datos para impulsar oportunidades de ventas y cumplimiento.
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Product Sales Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencias en datos o resultados, define problemas empresariales y formula recomendaciones sobre políticas, procedimientos o prácticas. Integra el conocimiento disciplinario establecido dentro de su propia área de especialización con una comprensión básica de las prácticas de la industria relacionada. Buena comprensión de cómo el equipo interactúa con otros en el logro de los objetivos del área. Desarrolla conocimiento práctico de las prácticas y estándares de la industria. Impacto limitado pero directo en el negocio a través de la calidad de las tareas/servicios proporcionados. El impacto del titular del puesto está restringido al propio equipo.
Responsibilities:
Provide daily market update and trading strategic plan for clients and individual sales staff.
Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
Coaching and motivation on banking (FX, Insurance, etc) products through daily interactions.
Provide branch colleagues updates on particular products by regular market update and technical analysis.
Work with Branch Managers to set plan to meet financial commitment.
Assist bankers on meeting team goals.
Strictly abide by the requirements of compliance & internal control on sales activities.
Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
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:
0-2 years financial planning experience preferred
Excellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products and investment products. Enthusiasm in achieving goals. Able to work under pressure to deliver the individual sales target. Positve and good coperate mind set. Open mind and willing to embrace changes.
Good knowledge of tax law and general financial and economic market.
Education:
Bachelor’s/University degree or equivalent experience
Indispensable Paquetería Office Intermedio
Disponibilidad de Tiempo
Experiencia en procesamiento de información
Actitud de Servicio
Job Family Group:
Consumer Sales
Job Family:
Consumer Product Sales
Time Type:
Full time
Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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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. Apply (opens in new window) Save