Banamex | Distrito Uruapan | Pyme Sr

Citi Handlowy

Uruapan, Mexico
Not specified (potentially hybrid or onsite based on role requirements).
Sales of financial products experience
Client portfolio management skills
Strong written and verbal communication
Citi Handlowy is seeking a Business Development Officer for their Uruapan location, focusing on managing client relationships and driving sales in financial products. The role requires strong communication skills, a motivation for results, and up to two years of relevant experience in sales

Job Summary

  • The role focuses on attracting, maintaining, and growing relationships with a consolidated client portfolio while supporting sales goals.
  • Employees are expected to provide exceptional client experiences by interpreting investment statements and assisting with financial planning.
  • Success in this position requires adhering to compliance standards and safeguarding the firm's reputation through ethical business practices.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Business Development Officer for their Uruapan location, focusing on managing client relationships and driving sales in financial products. The role requires strong communication skills, a motivation for results, and up to two years of relevant experience in sales.

Skills & Requirements

Must-have

  • Sales of financial products experience
  • Client portfolio management skills
  • Strong written and verbal communication
  • Ability to meet sales deadlines
  • Knowledge of investment and insurance products

Nice-to-have

  • Highly motivated and result driven attitude
  • Exceptional client experience focus
  • Understanding of team collaboration dynamics
  • Proactive risk assessment capabilities

Key Requirements

  • 0-2 years relevant experience
  • Bachelor's degree or equivalent experience
  • Experience in sales of financial products

Work Rights

Not specified

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