Asesor retención Afore - CIUDAD DE MEXICO

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Job Overview

The retention advisor is an entry level position at Afore Banamex responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities:

• Proactively approach Afore Banamex clients to establish real needs, understand the client and their requirements, and interest them in Banamex’s products.
• Provide advice and product information to Afore Banamex clients as appropriate, outlining features and benefits.
• Build and maintain new and existing customer relationships.
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers.
• Achieve or exceed decided sales targets.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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:

• Previous relevant experience in financial sales and customer service preferred
• Consistently demonstrates clear and concise written and verbal communication
• Proficient computer and technology skills
• Demonstrated sales skills
• Effective problem-solving and negotiation skills
• Demonstrated Influencing and relationship management skills

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Habilidades técnicas:

• Experiencia mínima de 2 años en Servicio a Cliente- Atención Personalizada y Retención de clientes.
• Conocimiento en Administración de Fondos para el Retiro o Inversiones
• Paquetería de Office (básico - Intermedio)
• Cumplimiento de metas por objetivos
• Habilidades de Telemercadeo y servicio vía telefónica.

Habilidades blandas:

• Facilidad de palabra
• Resolución de problemas
• Comunicación asertiva y persuasiva
• Adaptación al cambio
• Enfoque a resultados
• Orientación al cliente
• Autogestión

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Job Family Group:

Management Development Programs

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Job Family:

Intern

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Time Type:

Full time

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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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