Banquero De Apoyo Patrimonial San Nicolas jobs at Citi Group in Mexico, San Nicolás De Los Garza
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Mexico
San Nicolás De Los Garza
13 jobs found
08.03.2025
CG
Citi Group BANAMEX Nte Banquero Integral Nuevo Laredo Mexico, State of Mexico, Ecatepec de Morelos
Attract and retain new customers and sell financial products. Promote and sell financial products such as account, credit cards, insurance, personal loans, investments, among other products; achieve monthly sales goals....
Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members. Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to...
Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products. Perform the necessary processes, procedures and verbal dialogues to...
Develop and implement sales plans to achieve all monthly and annual new asset referral targets. Interact with managers and directors to ensure ongoing communication regarding existing and future client needs....
Ensures the correct implementation and monitoring of the institutional investment strategy, standardizing the performance in all the offices of the Division. Manages the most appropriate mix of investment assets, customer...
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...
Provide day-to-day client servicing, handle and provide timely resolution to client issues. Validates client data and documentation in relevant systems. Takes the lead to coordinate and follow-up across internal departments...
Attract and retain new customers and sell financial products. Promote and sell financial products such as account, credit cards, insurance, personal loans, investments, among other products; achieve monthly sales goals....
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