Banamex Ejecutivo de Cuenta Pyme jr Acatzingo

Banamex; Puebla de Zaragoza; On-site; MXN 350,000 - 520,000; Full time

Job summary

Citi in Puebla, Mexico is seeking a Business Development Officer to attract, grow, and maintain SME client relationships, providing high-value financial guidance and solutions. You will manage a consolidated client portfolio and drive campaigns to achieve sales targets within the franchise framework.

The role emphasizes compliant selling practices, risk awareness, and a focus on delivering an exceptional client experience across Citi's SME banking products.

Qualifications

• Experience selling financial products.
• Knowledge of credit to companies and sales techniques.
• Excellent communication and objection handling.

Responsibilities

• Drive sales goals for SME portfolio and cross-sell products.
• Build relationships with SME clients to identify needs.
• Provide comprehensive financial guidance and solutions.
• Ensure compliance with bank policies and risk controls.
• Visit clients to understand needs and improve service levels.

Skills

Sales experience

Financial products knowledge

Objection handling

Communication skills

Education

Bachelor's 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.

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