Gerente PYME - Desarrollo de Negocios y Relaciones

Citi Group; Mexicali; Presencial; MXN 600.000 - 900.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial planning software

Communication skills

Relationship-building

Time management

Attention to detail

Sales and business development

Industry knowledge (financial services

Educación

Bachelor's/University degree

Herramientas

Money Guide Pro

Impact

NaviPlan

Descripción del empleo

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.