Banamex Ejecutivo de Cta PYME en Distrito Gdl. Sur.

Citi Group; Región Centro; On-site; MXN 360,000 - 600,000; Full time

Job summary

Citi Group is hiring a Business Development Officer in Mexico to attract, maintain and grow relationships with SME clients, delivering high-value advisory on segment products. You will manage a consolidated client portfolio and drive campaign-based growth in line with franchise goals.

Responsibilities include cross-selling, needs detection, and providing comprehensive financial guidance to position Citi as the primary option for client needs, while adhering to regulatory controls and achieving

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 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 to SME clients.
• Provide comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all products.
• Know and execute campaigns and strategies to boost sales growth.
• Execute action plans with Area Coordinator to ensure compliance with the sales plan.
• Scale deviations and action plans, maintaining effective communication with your supervisor.
• Comply with controls and regulations established by the institution.
• Visit clients to understand opportunities for improvement and develop plans aligned with customer expectations, ensuring NPS indexes defined at franchise level.
• Collaborate with Coordinator in designing action plans to achieve NPS goals.
• Identify timely improvements in service and escalate to Coordinator.
• Fulfilling clients' needs while delivering exceptional client experience, measured by specific metrics.
• Assess risk when making business decisions, uphold firm's reputation and Citigroup's safeguards, and escalate/report control issues.

Skills

Experience selling financial products

Knowledge of corporate credit products

Excellent communication & objection mg

Education

Bachelor's/University degree or equivalent

High school diploma / Bachillerato Concluido

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 escalated 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

Formación académica:

• Bachillerato Concluido.

Job Family Group: Consumer Sales

Job Family: Consumer Business Development

Time Type: Full time

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