Estrategia de Oferta de Valor Wealth - Ciudad de México - Citi

Citi

Empresa verificada

Ciudad de México

hace 2 semanas

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

Responsibilities:

Serves as a key liaison with the Partner and will be responsible for supporting the profitable growth of the portfolio in all channels, ensuring that marketing and financial/business plans are delivered and strengthening the client relationship.
Identify and implement strategic initiatives to drive profitable sales growth
Develop and execute strategic/tactical initiatives to improve business performance.
Create innovative and appealing product concepts and communications.
Analyze program results to improve performance and profitability.
Develop and maintain marketing strategies with partner and internal resources.
Create and manage task plans to accomplish business plan objectives.
Financial planning and forecasting ensure plan is achieved and recognize, anticipate and create solutions to address financial shortfalls.
Develop and maintain positive business relationships:
Establish and maintain positive business relationships within the client's retail and financial services organizational structures.
Serve as the primary daytoday liaison between the client and Citi internal operational, digital and functional areas.
Consistently deliver quality customer and client experiences.
Build organizational consensus in support of the client.
Maintain contract compliance including reporting requirements and service level agreements.
Manage monthly client reporting.
Actively contribute to and participate in client portfolio reviews.

Qualifications:

610 years relevant experience
Bachelor's degree in Business, Communications, Marketing, or Finance. Must have experience in marketing, product or project management and client/relationship management experience.
MBA desirable. Private label credit or bankcard industry experience preferred.
Consistently demonstrates clear and concise written and verbal communication skills
Highenergy, selfmotivated individual with the ability to drive results with a sense of urgency, ownership and accountability.
Ability to promote teamwork and collaboration at all levels of the organization.
Forward thinker with the flexibility to adapt to and drive change in a dynamic business environment.
Demonstrated ability to prioritize effectively and handle multiple, diverse projects simultaneously.
Proficient in Microsoft Office with an emphasis on MS Excel

Education:

Bachelor's/University degree, Master's degree preferred

Conocimientos Específicos:

Segmentos Bancarios:

El estratega debe comprender a fondo los diferentes segmentos bancarios, específicamente estar familiarizado con el segmento de patrimonial y el privado.

Esto implica conocer las necesidades, preferencias y comportamientos de los clientes en cada segmento.

Productos y Servicios Financieros:

Debe estar familiarizado con una amplia gama de productos y servicios ofrecidos por el banco, incluyendo inversiones, préstamos, seguros, etc.

Habilidades Clave

Negociación:
El estratega debe ser un hábil negociador. Esto implica tratar con otros negocios del banco, proveedores, y otros actores relevantes para lograr acuerdos beneficiosos.

Comunicación Efectiva:
La facilidad de palabra es fundamental. Debe poder comunicarse claramente con colegas, superiores y otros equipos.

Análisis y Toma de Decisiones:
Capacidad para analizar datos, identificar tendencias y tomar decisiones informadas basadas en la información disponible.

Pensamiento Estratégico:
Debe ser capaz de desarrollar planes a largo plazo y anticipar cambios en el mercado.

Colaborativo:
debe trabajar en colaboración con diferentes equipos dentro del banco, como marketing, ventas, operaciones y tecnología. La habilidad para adaptarse y colaborar con personas de diferentes perfiles es esencial.

Otras habilidades

Orientación al Cliente y enfoque en la experiência del mismo;

Creatividad e Innovación

La capacidad para pensar de manera creativa y proponer soluciones innovadoras es crucial. Esto podría incluir la creación de nuevos productos financieros, servicios personalizados o programas de fidelización;
Conocimiento del Mercado: debe estar al tanto de las tendencias del mercado financiero y la competencia;
Medición y Evaluación: Debe establecer métricas para evaluar el éxito de las estrategias implementadas. Esto permitirá ajustes continuos y mejoras.

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

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Time Type:

Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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