Banamex | Ejecutivo/a de Cuenta Pyme - Noroeste

Citigroup Inc.; Culiacán; Presencial; MXN 30,000 - 60,000; Jornada completa

Descripción de la vacante

An established industry player is seeking a Business Development Officer to enhance relationships with SME clients. This role involves driving portfolio growth, cross-selling, and ensuring compliance with sales goals. You'll provide comprehensive advice and develop action plans to improve customer satisfaction. The ideal candidate will have experience in selling financial products and excellent communication skills. Join a dynamic team where your contributions will directly impact client relationships and business success.

Formación

• Experiencia previa en la venta de productos financieros.
• Conocimientos en productos financieros y técnicas de ventas.

Responsabilidades

• Asegurar el cumplimiento de las metas de ventas definidas por la franquicia.
• Ofrecer un servicio de alto valor a los clientes PYMES.

Conocimientos

Ventas de productos financieros

Técnicas de ventas

Comunicación efectiva

Educación

Licenciatura o experiencia equivalente

Descripción del empleo

The Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products. Serves a consolidated client portfolio.

Responsibilities:

• Ensure compliance with the 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 1st 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.
• Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
• Identify in a timely manner improvements in the service and escalate to its Coordinator.
• 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.

Qualifications:

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

Education:

• Bachelor’s/University degree or equivalent experience

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

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Time Type:

Full time

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