Banamex Norte Distrito Monterrey Oriente Ejecutivo de cuenta Pyme Jr

Citi Group; Monterrey; Vor Ort; MXN 350.000 - 600.000; Vollzeit

Zusammenfassung

Citi Group in Monterrey, Mexico seeks a Business Development Officer to attract, maintain, and grow SME client relationships, offering high-value advisory on segment products and comprehensive service. You will manage a consolidated client portfolio and drive sales across campaigns and plans.

The role requires experience selling financial products, strong communication, and risk-aware decision making to safeguard clients and CitiGroup assets. This is a full-time on-site position.

Qualifikationen

• Experience selling financial products.
• Knowledge of financial products, especially corporate credit.
• Excellent communication and objection handling to achieve sales.

Aufgaben

• Meet sales goals for portfolio growth and cross-selling.
• Identify client needs to strengthen bank relationship.
• Provide high-value service and comprehensive SME advice.
• Execute campaigns and action plans to boost sales.
• Ensure compliance with regulations and risk controls.
• Visit clients to identify opportunities and improve NPS.

Kenntnisse

Selling financial products

Financial product knowledge

Credit to companies knowledge

Sales techniques

Communication skills

Objection handling

Ausbildung

Bachelor's/University degree or equivalent experience

Jobbeschreibung

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.

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.

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