Banamex - Ejecutivo de Cuenta Pyme - Mexicali

Citigroup; Mexicali; Presencial; MXN 350.000 - 600.000; Jornada completa

Descripción de la vacante

Citigroup in Mexicali, Mexico, is seeking a Business Development Officer to attract, retain, and grow a SME client portfolio by offering high-value advisory on segment products. You will link clients, detect needs, and position Citigroup as the 1st option across products with a focus on NPS improvement.

The role requires experience in selling financial products, strong communication, and the ability to execute campaigns and risk controls while meeting sales goals and delivering excellent client

Formación

• 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.

Responsabilidades

• Meet sales goals including portfolio growth, cross-selling, and client retention.
• Build and deepen SME client relationships to broaden the bank relationship.
• Provide high-value advisory services on segment products.
• Guide customers to the bank's products as the first option.
• Understand client needs and tailor plans to improve the service experience.
• Execute campaigns and strategies to boost sales growth.
• Implement action plans to ensure adherence to the sales plan.
• Communicate effectively with the supervisor and teammates.
• Comply with regulations and risk controls.

Conocimientos

Sales experience

Financial products knowledge

Communication and objection handling

Educación

Bachelor's degree or equivalent

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 elevate to its Coordinator.
• Fulfilling the clients' necessities while providing an exceptional client experience is the expected behaviour 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 judgement regarding personal behaviour, 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 and/or contact the recruiter.

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.