**Responsibilities**:
- Responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products.
Serves a consolidated client portfolio.
- Generate leads through client references, commercial activities, market mapping exercises like carpet bombing, micromarketing activities, joint events in partnership with associations.
- Use all available intermediary channels to generate leads, focus on open market sourcing, to engage with potential new customers.
- Understand customer needs, explore and educate customer on value add in terms of their commercial needs.
- Address how Citibank products and services can meet their business requirements.
- Influence the customer to initiate the relationship which helps in supporting the immediate needs.
- Identifying opportunities of Working Capital, Term Loan & Non fund based products.
- Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner.
- Act as the escalation point for their unresolved queries and complaints.
- Ensure that Know Your Client and Anti-Money Laundering and other compliance norms are strictly adhered to.
- Complete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory norms.
- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.




- 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.
**Qualifications**:
- Bachelor's degree.
Experience in sales of financial products.
- Awareness about markets/current trends, general awareness about current affairs.
Awareness about banking regulations/product regulations around insurance/investments etc.
Understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc.
Strong sales and relationship skills and should be comfortable with self-sourcing of asset clients.
Knowledge of financial statements.
Exp - Experience in Sales - Trade Fx & Asset exposure would help Awareness about markets/current trends, general awareness about current affairs Awareness about banking regulations/product regulations around insurance/investments etc.
Understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc.
- Ability to Sell - strong selling/product pitching abilities; relationship management skills/potential to manage; high achievement orientation
- Consistently demonstrates clear and concise written and verbal communication skills
**E**ducation**:
- Bachelor's/University degree or equivalent experience**Job Family Group**:
Consumer Sales
- **Job Family**:
Consumer Business Development
- **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.
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- View Citi's _EEO Policy Statement_ and the _Know Your Rights_ poster._

📌 Banamex Hunter Pyme Polanco (Xico)
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