Retention Analyst, Citi - Oferta de empleo

Citi

Ubicación:
Mexico, San Luis Potosí City

Categoría:
Ventas

Tipo de contrato:
Contrato de trabajo

Salario:

No proporcionado

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La oferta de trabajo ha expirado

Descripción del trabajo:

The Retention Analyst 1 is an entry-level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsabilidades:

Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
Provide advice and product information to Citi clients as appropriate, outlining features and benefits
Build and maintain new and existing customer relationships
Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers
Achieve or exceed decided sales targets
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
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requisitos:

Licenciatura (título universitario) o experiencia equivalente mayor a 3 años en Afore
Buena presentación
Proactividad
Buena comunicación
Gusto por atender a clientes
Experiencia en servicios y temas financieros
Experiencia ventas y servicio al cliente
Deseable experiencia previa en áreas de Afore (internos) (externos deberán certificarse)
Internos contar con certificación CONSAR
Externos deberán presentar examen CONSAR

Información adicional:

Oferta publicada:
25 de junio de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo presencial

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Retention Analyst