Banamex - Ejecutivo de Ventas Nomina Monterrey
Core
Senior supervisor leading a sales team to sell insurance and investment products to existing clients through portfolio analysis and needs assessment.
Role type
Senior Product Sales Supervisor
Builds
Insurance and investment product sales for existing client base
Domain
Financial Services / Consumer Sales
Deliverable
product features
Required skills
Portfolio analysis, Needs analysis, Customer risk profiling, Sales presentation, Deal closing, Team supervision, Training roadmap development, Regulatory compliance monitoring, Risk assessment
Preferred skills
2-5 years financial sales experience, Experience in payroll (nomina), SME, or corporate sales
Technologies
None stated
Responsibilities
Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile; Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement; Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits; Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets; Joint sales drills with relationship managers to facilitate customers buy the right product; Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines; Highlight potential financial, regulatory and credit risk to the franchise
Seniority
Senior, supervisory leadership
