Banamex | Distrito Iztapalapa | Gerente PYME

Citigroup Inc.; Ciudad de México; On-site; MXN 600,000 - 900,000; Full time

Job summary

Citigroup Inc. in Mexico City seeks a Business Development Intmd Officer to advance lending programs and expand the client base. You will train internal teams, coordinate with partners, and lead market research to identify opportunities.

You will manage the prospect pipeline and develop strategic plans for growth, with emphasis on risk awareness and compliance. The role requires strong communication, organization, and relationship-building skills, and offers a collaborative environment within

Qualifications

• 2–5 years of relevant experience in financial services.
• CFP preferred or working toward CFP designation.
• Active Series 7 preferred.
• Bachelor’s degree required or equivalent experience.

Responsibilities

• Proactively build relationships within bank assessment areas to meet goals.
• Provide training on lending programs to partners and teams.
• Develop business plans and manage pipelines for retail private label opportunities.
• Coordinate market research and prospect presentations.
• Prepare meetings and manage calendars for external and internal meetings.
• Perform deep-dive financial analysis and assess risk in business decisions.

Skills

Communication skills

Attention to detail

Relationship building

Time management

Strong work ethic

Education

Bachelor’s degree

Tools

Money Guide Pro

Impact

NaviPlan

Job description

The Business Dev Intmd Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals.
• Facilitate, promote, and administer financial education, seminars and outreach efforts to generate business.
• Provide technical training on lending programs/products to external relationship partners and to internal partners team on
• Manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas.
• Works closely with leadership in support of new business development efforts. This role emphasizes planning, organizing, researching, and responding to retail private label and co-brand opportunities in a uniform manner.
• Support strategic planning process for business development
• Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition, etc.
• Assemble business plans for high priority prospects (competitive landscape, SWOT, differentiation strategy, detailed prospecting plan and resource requirements) and maintain business plan tracking and adherence.
• Coordinate market research requests/activities for prospects, to include brand data analytics and mystery shopping.
• Prepare prospect meeting presentations (including ordering and managing creative process, deck production).
• Perform prospect and pipeline tracking duties.
• Build, monitor and continuously refresh prospect database.
• Create monthly retailer performance dashboard for key prospects and existing clients - and proactively share insights with Business Development and Partner Management teams.
• Assist in coordination across other Citi business units in support of new business.
• Responsible for scheduling deal meetings (internal), coordinating logistics for external meetings, and maintaining calendar of activities
• Develop specific business plans, including closed loan goals, for each product and program sponsored and managed.
• 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:

• 2-5 years relevant experience
• experience in financial services including a focus on financial planning
• Use of Money Guide Pro, Impact or other Financial Planning Software a plus
• CFP preferred or working towards a CFP designation NaviPlan Financial Planning Tool experience – preferred
• Active Series 7 preferred
• Strong written and verbal communication skills
• Strong attention to detail
• Solid relationship-building skills
• Strong work ethic and the ability to produce high quality plans within a defined timeline
• Ability to organize and prioritize work, meet deadline

Education:

• Bachelor’s/University degree or equivalent experience

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

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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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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.