Banamex Norte Ejecutivo de Cuenta Pyme Distrito Monterrey Regional

Citigroup; Monterrey; Presencial; MXN 600.000 - 800.000; Jornada completa

Descripción de la vacante

Citigroup in Monterrey is seeking a Business Development Officer to attract, maintain, retain and grow the relationship with SME clients in your portfolio, offering high value advisory on segment products and comprehensive support. You will visit clients, detect needs, promote cross selling, and ensure sales goals defined by the franchise are met while maintaining compliance with laws and Citi policies.

You will collaborate with Area Coordinators to design action plans, escalate issues when

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

• Ensure compliance with the sales goals, portfolio growth, cross-selling, attracting new customers and retaining current clients.
• Link clients by detecting needs to deepen the Customer-Bank relationship.
• Provide high-value service to SME clients.
• Offer comprehensive advice to SME clients, positioning Citi as the first option for bank products.
• Execute campaigns and strategies defined by the franchise to boost sales.
• Execute action plans with the Area Coordinator to meet the sales plan.
• Communicate deviations and action plans with your supervisor.
• Comply with the controls and regulations established by the institution.
• Visit clients to identify opportunities and develop plans aligned with customer expectations and NPS targets.
• Collaborate with the Coordinator to design action plans for NPS goals.
• Identify service improvements and escalate to the Coordinator.
• Deliver client needs with exceptional service, measured by metrics.
• Assess risk and ensure compliance with laws and Citi policies, escalating issues transparently.

Educación

Bachelor's/University degree or equivalent experience

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 **escalate** 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

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.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.