Gerente PYME - Desarrollo de Negocios

Citi Group; Santiago de Querétaro; Presencial; MXN 260.000 - 520.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial planning

Communication skills

Time management

Relationship building

Work ethic

Attention to detail

Prioritization

Educación

Bachelor's degree or equivalent

CFP certification (preferred)

Herramientas

Money Guide Pro

Impact

NaviPlan

Descripción del empleo

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.