Banamex Ejecutivo de Cuenta Pyme - Mexicali, BC

Banamex; Mexicali; On-site; MXN 360,000 - 540,000; Full time

Job summary

Citi is seeking a Business Development Officer to attract, maintain, and grow a portfolio of SME clients, delivering high-value advisory on Citi segment products and ensuring a consolidated client relationship. You will drive portfolio growth, cross-sell, and retain customers while adhering to bank campaigns and risk controls.

The role emphasizes comprehensive needs detection, delivering tailored solutions, and achieving NPS targets across the franchise.

Qualifications

• Experience in selling financial products.
• Knowledge of financial products, especially corporate credit and sales techniques.
• Excellent communication skills and handling objections to close sales.

Responsibilities

• Meet sales goals including portfolio growth, cross-selling, attracting new customers and retaining current clients.
• Proactively detect client needs to deepen the Customer-Bank relationship.
• Provide high-value advisory service to SME clients and position Citi as the primary option for products.

Skills

Previous sales experience

Financial products knowledge

Excellent communication/objection-hand

Education

Bachelor’s degree or equivalent

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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