Banamex - Distrito Querétaro - Gerente PYME

Citi Group; Santiago de Querétaro; On-site; MXN 260,000 - 520,000; Full time

Job summary

Citi is seeking a results-driven professional to advance consumer sales and business development in the bank assessment areas. You will promote lending programs, deliver financial education, and train partners while building a robust pipeline of prospects.

Responsibilities include market research, creating business plans, coordinating meetings, and tracking performance to meet targets. Strong communication and relationship skills are essential to success in this role.

Qualifications

• 2-5 years relevant experience in financial services or related field.
• Experience with financial planning processes and software is a plus.
• CFP preferred or working towards CFP designation.
• Strong written and verbal communication skills.
• Solid relationship-building skills and ability to manage multiple stakeholders.

Responsibilities

• Build and nurture relationships within bank assessment areas to generate business.
• Facilitate financial education seminars and outreach to drive opportunities.
• Provide technical training on lending programs to partners and internal teams.
• Develop business plans and manage prospect research, SWOT analyses, and market data.
• Coordinate meetings and dashboards to track prospects and performance in consumer sales.

Skills

Financial planning

Communication skills

Time management

Relationship building

Work ethic

Attention to detail

Prioritization

Education

Bachelor's degree or equivalent

CFP certification (preferred)

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