Financial Relationship Manager

hace 1 día


Cuernavaca, Morelos, México Citi A tiempo completo
About the Job

Are you looking for a challenging and rewarding career in finance? Citi is seeking an experienced Financial Relationship Manager to join our team in Cuernavaca.

Job Description

We are responsible for managing client relationships, providing exceptional customer service, and identifying opportunities to sell additional financial products. As a key member of our team, you will be working closely with clients to understand their financial needs and develop personalized solutions.

Responsibilities
  1. Client Account Management: Review client needs, identify opportunities to sell additional products, and ensure timely follow-up on client interactions.
  2. Relationship Building: Develop strong relationships with clients, build trust, and maintain a high level of customer satisfaction.
  3. Product Penetration: Analyze product penetration levels, identify opportunities to increase sales, and implement strategies to achieve business objectives.
Qualifications

To be successful in this role, you will need:

  • A bachelor's degree or equivalent experience in finance, business administration, or a related field.
  • 0-2 years of relevant experience in financial services, preferably in a relationship management or sales role.
  • Mandatory certifications as required for selling financial products.
Salary and Benefits

The estimated annual salary for this position is $60,000 - $80,000 based on industry standards and location. We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off.



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