Banquero Crece Operación Patrimonial jobs at Citi Group in Mexico, Mexico City
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Mexico
Mexico City
28 jobs found
01.08.2024
CG
Citi Group Banquero CRECE operación patrimonial Mexico, Mexico City
Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met. Acquire new clients through tele-caller supported outbound calling and micromarketing activities. Regularly engage...
Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...
Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...
Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary. Responsible for resolving issues...
Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...
Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...
Client Account Management. Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by...
Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met. Acquire new clients through tele-caller supported outbound calling and micromarketing activities. Regularly engage...
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