Banamex - ASESOR DE INVERSIONES - CIUDAD DE MEXICO

09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex · Mexico City, Mexico City, Mexico

Location

Mexico City

Job Type

Full time

Posted

July 17, 2026

Job Description

The Field Sales Officer is an intermediate position responsible for providing customer service assistance and 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 a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities:
Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
Acquire new clients through tele-caller supported outbound calling and micromarketing activities
Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
Complete client handling beginning with sourcing and serve as the first point...
        

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