Banamex | Distrito Mexicali | Gerente PYME

Citi Group; Mexicali; On-site; MXN 600,000 - 900,000; Full time

Job summary

Citi Group in Mexicali is seeking a results-driven professional in a Consumer Sales/Business Development capacity. You will cultivate relationships with external clients and internal partners to expand lending and financial services penetration through strategic outreach and education.

Responsibilities include preparing business plans, conducting market research, and coordinating cross-unit efforts to pursue high-priority prospects and co-brand opportunities.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in financial services with focus on financial planning.
• Strong written and verbal communication skills.
• Ability to use financial planning tools (Money Guide Pro/Impact/NaviPlan).
• Active Series 7 preferred; CFP preferred or working toward CFP.
• Proven relationship-building and people skills.
• Organized, detail-oriented, and able to meet deadlines.

Responsibilities

• Build strong relationships within bank assessment areas to promote and generate business.
• Facilitate financial education, seminars and outreach to generate business.
• Provide lending program training to partners and internal teams.
• Manage relationships to increase lending penetration in target areas.
• Support new business development and coordinate across Citi units.
• Develop and maintain business plans, including closed loan goals, for products and programs.
• Create market research and prospecting plans, dashboards and reports.

Skills

Financial planning software

Communication skills

Relationship-building

Time management

Attention to detail

Sales and business development

Industry knowledge (financial services

Education

Bachelor's/University degree

Tools

Money Guide Pro

Impact

NaviPlan

Job description

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

Job Family Group:

Consumer Sales

Job Family:

Consumer Business Development

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.

Equal Opportunity

Citi is an equal opportunity emp