Asesor de Cuentas Pyme: Crecimiento y Soluciones

Citi; Monterrey; Presencial; MXN 350.000 - 600.000; Jornada completa

Descripción de la vacante

Citi in Monterrey seeks a Business Development Officer to attract, maintain, and grow relationships with SME clients, offering high-value guidance on segment products and aiming to position Citi as the first option across relevant offerings.

The role focuses on linking existing clients through needs detection, executing campaigns, and achieving portfolio growth while complying with franchise sales plans and regulatory controls.

Formación

• Experience selling financial products.
• Knowledge of financial products, especially credit to companies.
• Excellent communication skills and management of objections with customers to achieve effective sales

Responsabilidades

• Ensure compliance with sales goals defined by the franchise, such as portfolio growth, cross-selling, attracting new customers and retaining current customers of its portfolio.
• Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
• Offer a high value service.
• Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the first option in all the products that the client can acquire.
• Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
• Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
• Adequately scale deviations and action plans, generating effective communication with your immediate boss.
• Comply with the controls and regulations established by the institution.
• Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
• Identify in a timely manner improvements in the service and elevate to its Coordinator.

Conocimientos

Excellent communication

Objection handling

Sales experience

Educación

Bachelor’s/University degree or equivalent experience

Descripción del empleo

Citi in Monterrey seeks a Business Development Officer to attract, maintain, and grow relationships with SME clients, offering high-value guidance on segment products and aiming to position Citi as the first option across relevant offerings.

The role focuses on linking existing clients through needs detection, executing campaigns, and achieving portfolio growth while complying with franchise sales plans and regulatory controls.