BANAMEX | PYME ELITE

Citigroup; Estado de México; On-site; MXN 240,000 - 360,000; Full time

Job summary

Citigroup in Mexico is seeking a Business Development Officer to attract, maintain and grow client relationships within the portfolio, delivering high-value advisory on segment products.

You will support sales goals across the assigned geographic area, assist with financial planning engagement, and ensure advisory standards, processes and controls are followed, while keeping knowledge up to date on investments, superannuation, insurance and financial planning.

Qualifications

• 0-2 years relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work to deadlines.
• Highly motivated and result driven.

Responsibilities

• Responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products.
• Serves a consolidated client portfolio.
• Support the fulfillment of the sales goals for the segment in the assigned geographical area. (portfolio growth, cross-selling, new customers and current customer retention).
• Support the financial planning client engagement and help drive results of Financial Advisors; including: core data entry functions, interpretation of investment statements, interpretation of other documents, such as mortgage statements, employer benefit plan information, goal planning.
• Ensure advisory standards, process and controls are adhered to.
• Ensure technical knowledge on investments, superannuation, insurance and financial planning is kept up to date.
• 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.

Skills

0-2 years relevant experience

Experience in sales of financials

Clear written & verbal communication

Ability to meet deadlines

Highly motivated & results driven

Education

Bachelor's/University degree or equivalent experience

Job description

The Business Development Officer is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• Responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products.
• Serves a consolidated client portfolio.
• Support the fulfillment of the sales goals for the segment in the assigned geographical area. (portfolio growth, cross-selling, new customers and current customer retention).
• Support the financial planning client engagement and help drive results of Financial Advisors; including: core data entry functions, interpretation of investment statements, interpretation of other documents, such as mortgage statements, employer benefit plan information, goal planning.
• Ensure advisory standards, process and controls are adhered to.
• Ensure technical knowledge on investments, superannuation, insurance and financial planning is kept up to date.
• 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

• 0-2 years relevant experience
• Experience in sales of financial products.
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work to deadlines.
• Highly motivated and result driven.

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 Statement

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.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.