Operaciones Estratégicas para Clientes de Citi - Xico - Citi

    Citi
    Citi Xico

    hace 2 días

    Citi background
    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:

    • 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.

    Habilidades y Calificaciones:

    • 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.

    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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