Pyme Hunter-distrito Guadalajara Poniente

hace 2 semanas

Zapopan, México Citi A tiempo completo

**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.
- Generate leads through client references, commercial activities, market mapping exercises like carpet bombing, micromarketing activities, joint events in partnership with associations.
- Use all available intermediary channels to generate leads, focus on open market sourcing, to engage with potential new customers.
- Understand customer needs, explore and educate customer on value add in terms of their commercial needs.
- Address how Citibank products and services can meet their business requirements.
- Influence the customer to initiate the relationship which helps in supporting the immediate needs.
- Identifying opportunities of Working Capital, Term Loan & Non fund based products.
- Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner.
- Act as the escalation point for their unresolved queries and complaints.
- Ensure that Know Your Client and Anti-Money Laundering and other compliance norms are strictly adhered to.
- Complete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory norms.
- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.
- 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.

**Qualifications**:

- Bachelor's degree. Experience in sales of financial products.
- Awareness about markets/current trends, general awareness about current affairs. Awareness about banking regulations/product regulations around insurance/investments etc. Understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc. Strong sales and relationship skills and should be comfortable with self-sourcing of asset clients. Knowledge of financial statements. Exp - Experience in Sales - Trade Fx & Asset exposure would help Awareness about markets/current trends, general awareness about current affairs Awareness about banking regulations/product regulations around insurance/investments etc. Understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc.
- Ability to Sell - strong selling/product pitching abilities; relationship management skills/potential to manage; high achievement orientation
- Consistently demonstrates clear and concise written and verbal communication skills

**E**ducation**:

- Bachelor’s/University degree or equivalent experience

Enfocado a la atracción nuevos clientes del segmento PyME, para incrementar la participación del mercado. Es un rol con visión táctica y seguridad en el cierre de la venta, generando negocio a corto plazo con un sentido especial para encontrar una oportunidad en cada zona de las divisiones comerciales, incrementado la cartera de clientes.

FUNCIONES
- Asegurar el cumplimiento de las metas sobre atracción de clientes nuevos.
- Desarrollar de nuevos negocios, identificando las necesidades de nuevos clientes potenciales de la zona para facilitar el cierre exitoso del negocio a corto plazo.
- Responsable de desarrollar la estrategia de negocio cumpliendo las políticas del banco, utilizando diferentes herramientas y técnicas de prospectación para lograr un pipeline robusto que garantice los cierres necesarios para el cumplimiento de las metas mensuales.
- Identificar prospectos potenciales y convertirlos de forma progresiva en clientes reales.
- Generar a inicio de cada semana plan de visitas y objetivo.
- Informar las visitas diariamente, comentarios claros y concisos sobre los temas tratados con el cliente, temas pendientes, acuerdos y compromisos.
- Analizar el mercado, diseñar y ejecutar múltiples estrategias que permitan generar nuevos leads.
- Responsable del crecimiento de saldos de captación y colocación de clientes.
- En la zona de nearshoring tener conocimiento de la zona y mercado.

**Escolaridad y Experiência**:
Preferente Licenciatura concluida en áreas económico - administrativas. Deseable trunca o cursándola
- Al menos 2 año de experiência en venta de productos financieros.
- Dominio de inglés intermedio deseable.

FORMACION ACADEMICA: BACHILLERATO CONCUIDO.
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Consumer Business Development
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or

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