BANAMEX Ejecutivo de Cuenta PYME Monterrey Sur

Citigroup Inc.; Coahuila; Ibrido; MXN 350.000 - 700.000; Tempo pieno

Descrizione del lavoro

Citibank (Switzerland) AG is seeking a Business Development Officer to attract, retain and grow a portfolio of SME clients, delivering high-value advisory on segment products and consolidating client relationships.

The role emphasizes linking client needs to tailored solutions, executing campaigns to boost sales, and ensuring strict adherence to controls and regulatory requirements while delivering an exceptional client experience.

Competenze

• Experience selling financial products.
• Knowledge of financial products, especially corporate credit, and sales techniques.
• Excellent communication and objection-handling skills.

Mansioni

• Drive portfolio growth by cross-selling and attracting new SME clients.
• Provide comprehensive advice and position Citi as the first option.
• Execute campaigns to boost sales and meet the sales plan.
• Visit clients to identify opportunities and develop improvement plans.
• Ensure risk and regulatory compliance in all decisions.

Conoscenze

Sales experience

Financial product knowledge

Communication skills

Objection handling

Formazione

Bachelor’s degree

Descrizione del lavoro

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 escalating 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 judgement 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

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.

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.