- Mantener y aumentar las relaciones con los clientes, cruzar ventas de productos bancarios adicionales y colaborar con el equipo para referir posibles inversiones a socios.
- Ofrecer una experiencia de cliente excelente mediante el apoyo a solicitudes de servicio de los clientes.
- Efectuar revisiones periódicas y actualizaciones de los perfiles de los clientes.
- Comprender las necesidades de los clientes y asociarlos con el conjunto adecuado de productos y servicios.
- Responsable del manejo de un libro de negocio compuesto por clientes residentes en múltiples países, en diferentes zonas horarias.
- Experiencia previa en ventas o servicio al cliente (2-4 años).
- Conocimientos básicos sobre Know-Your-Customer y AML aplicables a la industria financiera.
- Habilidad para influir y vender.
- Conocimiento de los productos del banco.
- Habilidad para comunicarse de manera clara y concisa a través del escrito y verbal.
- Capacidad para concretar ideas efectivamente en oral Tele-sales y habilidad persuasiva/ejecutiva.
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Associate Client Success Manager Mexico City
hace 1 semana
Spoton, Inc XicoAccount Manager for Restaurants and Small Businesses · We are seeking an Account Manager to join our team at SpotOn. Our goal is to help local businesses increase profits and create better experiences for their customers and employees. · About Us · At SpotOn, we provide flexible ...
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Manager of Client Services, Mexico City
hace 3 días
StackAdapt Ciudad de MéxicoJob Title: Manager of Client Services (MCS) in Mexico City · About the Role: · The Manager of Client Services will lead a team of Account Managers, ensuring they understand StackAdapt's objectives and work together to achieve them. The role involves tracking revenue targets, coac ...
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CITI Client Onboard Analyst 2
hace 4 días
Citibank Ciudad de MéxicoJob Title: Client Onboard Analyst 2 · The Client Onboard Analyst 2 is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. · This role involves identifying policy gaps and formulating polici ...
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Banquero Integral
hace 5 días
Citibank (Switzerland) Ag XicoEl ejecutivo de sucursal es un puesto de nivel inicial responsable de asistir en la ejecución de ventas, productos o actividades de servicio en coordinación con el equipo de servicio al cliente. El objetivo general es fomentar las relaciones con los clientes para generar lealtad ...
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Client Operational Risk Monitoring Officer
hace 1 semana
00002 Citibank, N.A. XicoJob Title · Credit Risk Control Specialist - Client-CAO (Institutional) · About the Role · Citi is enhancing its business control and governance framework by building out Client-CAO, a new function in the 1st Line of Defense, to house and consistently manage Credit Risk activitie ...
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Digital Media Director
hace 1 semana
Monks Associates Inc XicoDigital Media Director · • Mexico City, Mexico · Description: · Mexico City-based company Monks is seeking a seasoned Digital Media Director to oversee a full-service enterprise media account for one of the world's most popular brands. The ideal candidate will lead cross-function ...
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Oliver Wyman
hace 1 semana
Marsh & Mclennan Companies XicoActuarial Consultant - Mexico City · We are seeking a skilled Actuarial Consultant to join our growing Property & Casualty Actuarial Consulting Practice in Mexico City. As an Actuarial Consultant, you will work with a team of professionals to analyze complex problems and develop ...
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C05 - Ops Support Specialist
hace 48 minutos
Citi Valle de Chalco SolidaridadThe Ops Support Specialist 5 is an entry-level position responsible for providing operations support services. This includes record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operati ...
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Control Tower KYC lead
hace 48 minutos
Citi Valle de Chalco SolidaridadThe KYC Operations Manager is a key leadership position responsible for overseeing the development and management of a dedicated internal Know Your Client (KYC) program at Citi. · Responsibilities: · Lead KYC operations, including executing processes in accordance with Citi compl ...
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Senior Sponsorship Manager
hace 1 semana
Fever España XicoWe are Fever, a leading global live-entertainment discovery tech platform with a mission to democratize access to culture and entertainment. · Our proprietary technology inspires a community of over 125 million people through personalized experiences in their local city while emp ...
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Markets, Consumer Manager
hace 1 semana
09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex XicoProduct Specialist · The Product Specialist plays a strategic role in driving the business forward by staying up-to-date with industry developments and applying that knowledge to contribute to directional strategy. · As a recognized technical authority, this role requires basic c ...
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Oliver Wyman
hace 1 semana
Marsh & Mclennan Companies XicoActuarial Manager · We are seeking a highly skilled Actuarial Manager to join our Property & Casualty Actuarial Consulting Practice in Mexico City. · This role involves working closely with our consultants and analysts to analyze complex problems and develop solutions for our cli ...
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Mexico City
hace 1 semana
Altman Solon Gmbh XicoAltman Solon Summer Analyst · We are a strategy consulting group that focuses exclusively on the telecommunications, media and technology (TMT) related sectors. · About Us · As the largest global TMT strategy firm, we assist clients in fast, high-impact, confident decision making ...
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Csis Invstgtns Lead Analyst
hace 1 semana
Citi XicoJob Title: CSIS Invstgtns Lead Analyst - C13 · About the Role: · The CSIS Invstgtns Lead Analyst is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business ...
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CCB Korean Desk Head
hace 1 día
Citi Valle de Chalco SolidaridadThe Korean desk plays a vital role in facilitating cross-border business by leveraging the strengths of our Commercial Bank in Citi Korea. This position offers an excellent opportunity for colleagues to gain experience managing a specific portfolio and developing strategic relati ...
- Illinois Cpa Society Xico
About our client · Our client is an investment management company focused on lodging real estate investments in Mexico with properties in the broader Caribbean region. The company is sponsored by a private equity manager committed to building best-in-class real estate platforms ...
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Senior Vice President, Hedge Fund Accounting
hace 1 semana
Apex Group Valle de Chalco SolidaridadSenior Vice President - Fund Accounting, Hedge Funds · Mexico City, Mexico: A hub for financial services in Latin America. · The Role · This role is focused on leading a team of fund accountants and administrators based in the Mexico City office. You will report to the local head ...
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Business Developer
hace 1 semana
Pacifica Continental XicoAbout Pacifica Continental · We are an international recruitment consultancy that delivers solutions to impact businesses worldwide. · Our customized approach ensures we select top talent, with operations spanning 50+ countries and 250+ cities globally. · At Pacifica, we value ex ...
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Business Development Manager
hace 5 días
Globaldata Plc XicoTitle: Business Development Manager · Location: Mexico City, Sector: Consumer · We are a leading business intelligence company expanding our team in Latin America and seeking highly motivated Business Development Managers with a background in B2B, SaaS sales. · The ideal candidat ...
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Technical Consultants/Sr Technical Consultants
hace 1 semana
Salesforce, Inc. Xico**Job Title:** Technical Consultant/Sr Technical Consultant · Location: Mexico - Mexico City (Remote) · Time Type: Full time · Category: Customer Success · We are seeking a skilled Technical Consultant to join our Global Delivery Centre (GDC) team. As a Technical Consultant, you ...
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Sales Account Manager
hace 1 semana
Voyagu, Inc. XicoVoyagu is a travel management company based in San Francisco. It connects premium travelers with experts for seamless trip planning and booking. · We are part of a rapidly growing billion-dollar industry, generating millions in revenue. Our team consists of over a hundred people ...
Operaciones Estratégicas para Clientes de Citi - Xico - Citi
Descripción
Descripción del Puesto:
El Analista Jr. de Estrategia Operativa es un rol clave en la empresa Citi, encargado de establecer propuestas de mejora continua a los procesos ya establecidos y proponer nuevas estrategias para mejorar la atención a nuestros clientes internos y externos.
Responsabilidades:
Habilidades y Calificaciones:
Sobre Citi:
Citi es uno de los líderes globales en servicios financieros, con presencia en más de 160 países y ofreciendo una amplia gama de productos y servicios a clientes personales, corporativos, institucionales y de inversión.
La compensación anual estimada para este puesto puede variar dependiendo de la ubicación geográfica y otros factores, pero se estima que ronda los $70,000 - $90,000 USD al año.
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Associate Client Success Manager Mexico City
Spoton, Inc- Xico
-
Manager of Client Services, Mexico City
StackAdapt- Ciudad de México
-
CITI Client Onboard Analyst 2
Citibank- Ciudad de México
-
Banquero Integral
Citibank (Switzerland) Ag- Xico
-
Client Operational Risk Monitoring Officer
00002 Citibank, N.A.- Xico
-
Digital Media Director
Monks Associates Inc- Xico
-
Oliver Wyman
Marsh & Mclennan Companies- Xico
-
C05 - Ops Support Specialist
Citi- Valle de Chalco Solidaridad
-
Control Tower KYC lead
Citi- Valle de Chalco Solidaridad
-
Senior Sponsorship Manager
Fever España- Xico
-
Markets, Consumer Manager
09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex- Xico
-
Oliver Wyman
Marsh & Mclennan Companies- Xico
-
Mexico City
Altman Solon Gmbh- Xico
-
Csis Invstgtns Lead Analyst
Citi- Xico
-
CCB Korean Desk Head
Citi- Valle de Chalco Solidaridad
-
Tax Accountant, Private Equity Real Estate, Mexico City, Mexico
Illinois Cpa Society- Xico
-
Senior Vice President, Hedge Fund Accounting
Apex Group- Valle de Chalco Solidaridad
-
Business Developer
Pacifica Continental- Xico
-
Business Development Manager
Globaldata Plc- Xico
-
Technical Consultants/Sr Technical Consultants
Salesforce, Inc.- Xico
-
Sales Account Manager
Voyagu, Inc.- Xico