Citi CFSI - GCG - Sales Unit Head in Philippines

  • Primary Location: Philippines,Central Luzon,Makati

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17058649

Description

  • Advise Relationship Officers on sales strategy, product updates for existing and potential CFSI customers

  • Conduct daily review of Management Information Reports to monitor goals are met and identify issues/underperformance areas and assess as opportunities

  • Liaise with Product and Marketing teams to ensure sales goals are delivered

  • Ensure team’s compliance and due diligence for all documentations and processes

  • Conduct regular meetings with the team to review progress against sales goals set and help plan their approach towards achieving them

  • Monitor the performance and make sure that goals are achieved

  • Conduct coaching initiatives to help improve areas for development

  • Guide the team on all initiatives in building the business through various growth opportunities

  • Must be up to date with compliance, regulatory and operational procedures

  • Keeps up to date with new financial products such as investment, insurance and other wealth products on their features, benefits and details

Qualifications

  • At least 5 years experience in sales for investments and insurance

  • Knowledge of banking products and services as well as exposure to investment products and process would be an advantage

  • Proficient in Microsoft applications

  • Good communication and interpersonal skills

  • Strong team player with good relationship management skills and problem-solving skills

  • Meticulous and organized