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Director de Sistemática Comercial en Banamex: lidera la optimización de procesos de ventas y gestión de equipos.
Responsable de estrategia de ventas, cumplimiento regulatorio y desarrollo de herramientas CRM y BI.
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Job Overview
The Product Sales Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.
Responsibilities
- Support the strategy to optimize all sales channels to deliver a consistent client experience and a multiproduct sales platform.
- Responsible for meeting the sales goals for a specific product or product set.
- Increase sales agent productivity and manage staff attrition through refinement of the multiproduct sales platform.
- Support efforts to refine and improve the risk policies for a specific product or product set.
- Partner with key stakeholders to optimize processing costs.
- Work with the key stakeholders to maximize cross-selling and in bound sales leveraging activities at key customer touch points.
- Support the expense management discipline throughout the team to generate sales at agreed levels for all products.
- Communicate and follow sales incentive plan and ensure total expenses are within budget.
- Develop and manage relationships with external stakeholders to drive partnerships and deployment opportunities.
- Ensure compliance and consistency with Citigroup’s Compliance & Control policy and local regulatory guidelines.
- Ensure compliance in all internal and external dealings with customers, partners and regulators.
- Ensure key metrics are met.
- 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications
- 10+ years related product sales experience.
- Clear communication skills and the ability to represent the organization with the leaders of partner organizations. Knowledge of general banking operations and cross-sell opportunities.
Education
Bachelor’s/University degree, Master’s degree preferred
Objetivo del puesto
Diseñar, implementar y optimizar el modelo de gestión comercial de la institución, asegurando la estandarización de procesos, el uso eficiente de herramientas comerciales y analíticas, la productividad de la fuerza de ventas y el cumplimiento de objetivos de crecimiento, rentabilidad, vinculación y experiencia del cliente.
Formación
Licenciatura en Administración, Finanzas, Economía, Ingeniería Industrial, Actuaría o afín.
Deseable MBA o Maestría en Negocios.
Experiencia
- 10 años en banca, seguros, fintech o servicios financieros.
- 5 años liderando áreas de: Efectividad Comercial, Sales Excellence, Revenue Operations, Planeación Comercial, CRM y Transformación Comercial, Inteligencia Comercial.
Conocimientos Técnicos
- CRM (Salesforce, Microsoft Dynamics, Oracle, SAP).
- Business Intelligence (Power BI, Tableau).
- Gestión comercial y modelos de ventas.
- Segmentación y analítica de clientes.
- Planeación comercial.
- Data Driven Management.
Competencias
- Pensamiento estratégico.
- Liderazgo transformacional.
- Influencia y negociación.
- Orientación a resultados.
- Gestión del cambio.
- Toma de decisiones basada en datos.
Job Family Group
Consumer Sales
Job Family
Consumer Product Sales
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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