Banamex Ejecutivo de Cta PYME en Distrito GDL Centro

Citi; Región Centro; On-site; MXN 180,000 - 240,000; Full time

Job summary

Citi is seeking a Business Development Officer to attract, retain, and grow SME client relationships in the Jalisco region. You will advise on segment products, expand portfolio value, and position Citi as the primary banking option for clients.

The role requires selling financial products, strong communication, and the ability to execute campaigns with the franchise to drive growth while ensuring compliance and risk controls.

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

Responsibilities

• Ensure compliance with sales goals defined by the franchise, such as portfolio growth and retaining current customers.
• Link existing clients by performing needs detection to strengthen the Customer-Bank relationship.
• Offer a high value service and comprehensive advice to SME clients.
• Identify opportunities, campaigns, and strategies to boost sales growth.
• Visit clients to understand opportunities for improvement and develop plans aligned with customer expectations.
• Assess risk in business decisions and uphold Citi's policies and regulations.

Skills

Sales techniques

Communication skills

Customer relationship

Education

Bachelor's/University degree

Job description

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 elevate 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

Job Family Group

Consumer Sales

Job Family

Consumer Business Development

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above.

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