Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- Not Disclosed
- Location
- Monterrey Nuevo Leon Mexico
- Work arrangement
- On-site
- Employment
- Internship
- Experience
- The Intern is an entry level position
- Education
- Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year
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Role Summary
The posting describes an entry-level Citi Intern role that provides foundational training and supports routine assignments across Citi’s core functions. It also describes an AFORE pension advisor role focused on advising clients and prospects on financial products and services within an assigned district or location.
What You'll Do
- Perform basic, routine tasks and standardized activities under direct supervision
- Exchange basic information with co-workers and resolve straightforward task-related problems
- Assess risk and support compliance with applicable laws, rules, regulations, and policies
- Prospect for and contact clients, including through telemarketing and workplace visits
- Provide personalized advice, identify client needs, and present value propositions
- Follow up with clients, close sales, and develop strategies to meet objectives
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
GPA of 3.3 or above; demonstrated analytical skills; clear and concise written and verbal communication; cooperation and focus in achieving group and client objectives; innovative and creative problem solving; quick thinking and attention to detail; proactive, results-oriented, empathetic, service-oriented, and cognitively capable; experience in financial services promotion, customer service or advisory, contact generation, and writing. The posting also lists completed high school with one year of consultative financial-product or department-store sales experience, incomplete or completed economics/administration degree with three or more years of relevant experience, or a recent graduate in an economics/administration or engineering field without experience.
Required
- GPA of 3.3 or above
- Demonstrated analytical skills
- Clear and concise written and verbal communication skills
- Cooperation and focus in achieving group and client objectives
- Innovative and creative in solving problems
- Quick thinking and detail oriented
- Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales
- Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en...
Preferred
- Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros
- Deseable con 3 o más años de Experiencia en alguna Afore
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&T
Responsibilities:
- Performs most basic, routine tasks/assignments
- Works under direct supervision with detailed procedures
- May service a very limited number of products/services
- Applies knowledge of routine work area procedures
- Completes standardized activities
- Exchanges basic information with other co-workers
- Resolves task related problems in straightforward situations
- Selects from a limited number of clearly defined options
- 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:
- GPA of 3.3 or above
- Demonstrated analytical skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Cooperation and focus in achieving group and client objectives
- Innovative and creative in solving problems
- Quick thinking and detail oriented
Education:
- Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
ASESOR PREVISIONAL AFORE
Resumen de perfil de puesto:
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.
Funciones:
Prospección y búsqueda de clientes
Programación de citas a través de telemarketing
Asesoría personalizada a clientes identificando sus necesidades
Seguimiento y cierre de venta
Abordar a clientes objetivo a través de una propuesta de valor
Visitas a centros laborales
Desarrollar estrategias para el alcance de metas
Lograr o superar los objetivos del puesto y de la Empresa
Habilidades:
Facilidad de palabra y comunicación
Experiencia y gusto por la asesoría previsional
Proactivo con enfoque a resultados
Empático
Orientación de servicio
Tolerancia a la frustración
Capacidad cognoscitiva
Experiencia en la promoción de servicios financieros
Experiencia en atención y/o asesorías
Generación de contactos
Redacción
Requisitos:
- Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales.
- Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en productos financieros o ventas en tiendas departamentales.
- Recién egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia.
Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
Deseable con 3 o más años de Experiencia en alguna Afore.
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Job Family Group:
Management Development Programs------------------------------------------------------
Job Family:
Intern------------------------------------------------------
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.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.