- Identify new business and cross sell opportunities within the assigned portfolio, mainly for TTS, FX and CPM products, and upload them into CRM. Prepare and send client proposals for TTS product opportunities according to the processes established with Product, and follow up until implementation is completed. Coordinate sales of other products with the respective product areas, promoting deepening campaigns.
- Ensure revenue and drivers goals accomplishment.
- Ensure productivity, service and client satisfaction indicators are above the minimum defined standard.
- Build and maintain strong and close relationship with country, regional and global GSG teams in order to learn and execute the regional and global strategy for the clients.
- Build and maintain strong and close relationship with Product, Operations and other partners in the country.
- Ensure client's documentation and information is up to date and complete according to the Bank and regulatory requirements.
- Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio.
- Promote cooperation and a permanent team work environment, and serve as back up for other relationship officers within the unit.
- Attend training and learning opportunities to remain current and up to date on products, markets and regulatory issues.
- Daily record of all interactions and calling activity with clients in Salesforce
- Propose, lead and proactively participate on business initiatives.
- 3-5 years of professional experience
- Proven track record on sales and finance
- Bachelor's / University degree in business, finance or similar
- Fluent in Spanish and English
Client Desk Subsidiary Account Manager C11 - Bogotá, Colombia - 00354 Citibank-Colombia S.A.
Descripción
JOB BACKGROUND / BUSINESS CONTEXT
Client Desk Subsidiary Account Manager (SAM) covers a portfolio of Global Subsidiaries Group (GSG) subsidiaries, under a coverage model where most of the interactions with clients are made virtually. Our goal is to provide clients with products and services mainly concentrated in Treasury and Trade Solutions, FX and loans, making sure we provide high level service standards while complying with internal processes.
KEY RESPONSIBILITIES
QUALIFICATIONS.
Job Family Group:
Institutional Banking
Job Family:
Corporate Banking
Time Type:
Full time
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