Citi Group Asesor Retencion Proactiva 

Mexico, State of Mexico 

964521597

Responsibilities:

• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products.
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits.
• Build and maintain new and existing customer relationships.
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers.
• Achieve or exceed decided sales targets.
• 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.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Previous relevant experience in financial sales and customer service preferred
• Consistently demonstrates clear and concise written and verbal communication
• Proficient computer and technology skills
• Demonstrated sales skills
• Effective problem-solving and negotiation skills
• Demonstrated Influencing and relationship management skills

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

- Licenciatura terminada (mínimo trunco o en curso)

- Para internos se requiere Certificación ante Ceneval como Asesor Previsional.

- Conocimientos de la cuenta individual de Afore (normativa y requerimentos del tramite)

Time Type:

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