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BANAMEX Asesor Previsional AFORE Saltillo64326869429761120
Indeed
BANAMEX Asesor Previsional AFORE Saltillo
The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O\&T **Responsibilities:** * Performs most basic, routine tasks/assignments * Works under direct supervision with detailed procedures * May service a very limited number of products/services * Applies knowledge of routine work area procedures * Completes standardized activities * Exchanges basic information with other co\-workers * Resolves task related problems in straightforward situations * Selects from a limited number of clearly defined options * 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:** * GPA of 3\.3 or above * Demonstrated analytical skills * Consistently demonstrates clear and concise written and verbal communication skills * Cooperation and focus in achieving group and client objectives * Innovative and creative in solving problems * Quick thinking and detail oriented **Education:** * Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year This job description provides a high\-level review of the types of work performed. Other job\-related duties may be assigned as required. **ASESOR PREVISIONAL AFORE** **Resumen de perfil de puesto:** El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio. **Funciones:** Prospección y búsqueda de clientes Programación de citas a través de telemarketing Asesoría personalizada a clientes identificando sus necesidades Seguimiento y cierre de venta Abordar a clientes objetivo a través de una propuesta de valor Visitas a centros laborales Desarrollar estrategias para el alcance de metas Lograr o superar los objetivos del puesto y de la Empresa **Habilidades:** Facilidad de palabra y comunicación Experiencia y gusto por la asesoría previsional Proactivo con enfoque a resultados Empático Orientación de servicio Tolerancia a la frustración Capacidad cognoscitiva Experiencia en la promoción de servicios financieros Experiencia en atención y/o asesorías Generación de contactos Redacción **Requisitos:** * Bachillerato concluido comprobable con 1 año de experiencia en venta consultiva en productos financieros o ventas en tiendas departamentales. * Licenciatura trunca o terminada en áreas económico/administrativas con 3 o más años de Experiencia en alguna Afore y/o Asesoría en productos financieros o ventas en tiendas departamentales. * Recién egresado de Licenciatura en área económico administrativa e ingenierías, sin experiencia. Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros. Deseable con 3 o más años de Experiencia en alguna Afore. \- **Job Family Group:** Management Development Programs \- **Job Family:** Intern \- **Time Type:** Full time \- **Most Relevant Skills** Please see the requirements listed above. \- **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \- *Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.* *If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review* *Accessibility at Citi**.* *View Citi’s* *EEO Policy Statement* *and the* *Know Your Rights* *poster.*
RPGV+3X El Avileño, N.L., Mexico
Negotiable Salary
Banamex Prod Mngmt Grp Mgr C14 - (Investor Banca Privada) SAN PEDRO GARZA GARCIA64302749275137121
Indeed
Banamex Prod Mngmt Grp Mgr C14 - (Investor Banca Privada) SAN PEDRO GARZA GARCIA
**Discover your future at Citi** -------------------------------- Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview** ---------------- The Product Management Group Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life\-cycles in coordination with the broader Product Management team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position. **Responsibilities:** * Manage a team of professional to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) * Lead strategic program roadmap, program/product launch, and marketing programs to gain maximum benefit from each product/program * Construct and ensure successful execution of a marketing plan spanning product, brand, acquisition, customer and retention, and improving performance, brand preference, and client engagement * Develop plans and execute functional strategies for a country, group of countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within region or business * Manage day\-to\-day product marketing for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results * Participate in development of client valued propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients * Direct and oversee program life cycle including market demands, technology trends, and the competitive field as well as develop and communicate a business plan to approach the marketplace * Define and launch new products, features, and capabilities including defining the product/feature and go\-to\-market strategy, and participate in technology development and market launch activities * Manage external partners and/or vendor relationships, engage in negotiations, manage ongoing relationships, and prepare agreements * Create and deploy profitable marketing strategies, lead conceptualization and implementation of key growth initiatives, and maintain current market intelligence on the overall industry verticals and competitors * Assist in building new relationships in supported verticals using available tools such as industry publications, direct mail, internet presence, trade shows, calls, and strategic alliances * 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** * 10\+ years of relevant experience * Degree in Business Administration, Finance, Marketing, specialized analytics, or related discipline * Experience with banking and investment products * Working knowledge of the different systems, theories, and practices relevant to a function as well as practical experience of multiple business cycles * In\-depth knowledge of industry and competitor products/services * Working knowledge of industry practices and standards * Working knowledge of strategic direction of the function within the business as well as a solid conceptual/practical grounding in function and/or area of expertise * Ability to develop strategy, gather resources, and inspire a diverse set of individuals * Consistently demonstrates clear and concise written and verbal communication * Demonstrated negotiation skills **Education:** * Bachelor’s degree/University degree or equivalent experience * Master’s degree preferred **Investor Banca Privada** Main Objective of the Position Convey the institutional strategy to bankers, account holders, and clients, as well as support investment advisory and business management (projections, budgets, etc.). Establish effective communication and training channels for bankers. Help improve the investment advisory experience for Citibanamex Private Banking clients. Work Experience and Knowledge * Proven experience and knowledge of Products – Investment portfolios (Mutual Funds, Banamex Wealth Management Plan, Structured Products, Capital Markets, Money Market, etc) * Experience in customer service and attention * Outstanding relationship and financial advisory skills Education Level: * Bachelor's degree / Engineering with Economic/Financial specialization (Graduated) * Master's degree / CFA / CAIA (desirable) Main Responsibilities: * Convey institutional investment strategy to bankers and clients * Provide investment advisory services to bankers and clients * Support business management (income projections, progress in product placement, portfolio concentrations, etc) * Conduct investment and product training sessions for bankers * Participate in market and product presentations for clients * Coordinate public offerings * Coordinate and monitor KPIs related to Investment Products of the Division – act as key liaison between Product and Business management teams * Manage databases to analyze portfolios, identifying rebalancing opportunities and potential concentration risks in client portfolios Others: * Promote integrity and trust: * Ensure a control environment compliant with applicable local and corporate regulations * Guarantee a healthy, positive, and proactive work environment * Ensure 100% compliance with all regulatory, internal, and institutional requirements * Ensure achievement of department goals * Advanced level of English language proficiency (conversation and reading) * Valid AMIB figure 3/figure 4 certification Skills and Competencies: * Interpersonal relationship skills * Negotiation and communication * Knowledge and ability to manage databases (advanced use of Excel) * Teamwork * Communication skills * Client orientation * Results focus and proactive attitude * Strategic management * Excellent spelling and writing * High control standards * Creativity * Project follow\-up and execution \- **Job Family Group:** Product Management and Development \- **Job Family:** Product Management \- **Time Type:** Full time \- **Most Relevant Skills** Please see the requirements listed above. \- **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \- *Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.* *If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review* *Accessibility at Citi**.* *View Citi’s* *EEO Policy Statement* *and the* *Know Your Rights* *poster.*
RPGV+3X El Avileño, N.L., Mexico
Negotiable Salary
Relationship Associate - 1064284177961347122
Indeed
Relationship Associate - 10
The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities:** * 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 to solve client needs. * Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement. * Analyzes client data and provides reporting as needed. * 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:** * 0\-2 years relevant experience **Education:** * Bachelors degree This job description provides a high\-level review of the types of work performed. Other job\-related duties may be assigned as required. \- **Job Family Group:** Commercial and Business Sales \- **Job Family:** Commercial Sales Support \- **Time Type:** Full time \- **Most Relevant Skills** Please see the requirements listed above. \- **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \- *Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.* *If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review* *Accessibility at Citi**.* *View Citi’s* *EEO Policy Statement* *and the* *Know Your Rights* *poster.*
RPGV+3X El Avileño, N.L., Mexico
Negotiable Salary
BANAMEX - Banquero Asociado Senior Banca Privada Monterrey63841474702593123
Indeed
BANAMEX - Banquero Asociado Senior Banca Privada Monterrey
The Citigold Relationship Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in\-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** * 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 mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. * Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration * Ensure coverage of all relationships through customer engagements, risk profiling and * financial planning. * Organize CG customer events to enhance customer bonding. * Acquire new CitiGold customers through converting referral leads. * Compliance, Risk \& Controls * Ensure that KYC/AML and other compliance norms are strictly adhered to. * 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:** * 2\-5 years relevant experience * Ability to manage relationships both internal and external; Ability to multi\-task * Mandatory certifications as required for selling financial products **Education:** * Bachelor's/University degree or equivalent experience Certificación AMIB figura 3 vigente \- **Job Family Group:** Private Client Coverage \- **Job Family:** Relationship Banker \- **Time Type:** Full time \- **Most Relevant Skills** Please see the requirements listed above. \- **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \- *Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.* *If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review* *Accessibility at Citi**.* *View Citi’s* *EEO Policy Statement* *and the* *Know Your Rights* *poster.*
RPGV+3X El Avileño, N.L., Mexico
Negotiable Salary
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