Banamex Nte Ejecutivo Pyme Jr Distrito Monterrey Oriente

Citi; Apodaca; Presencial; MXN 300.000 - 420.000; Jornada completa

Descripción de la vacante

Citi seeks a Business Development Officer to attract, service, and grow SME client relationships, delivering high-value advisory across the franchise's products.

You will expand the client base, cross-sell offerings, and coordinate with area teams to meet sales plans while ensuring risk and regulatory compliance.

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 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.
• Provide comprehensive advice to SME clients seeking to solve all the needs of the company, positioning Citi as the 1st option in all the products the client can acquire.
• Know and execute campaigns and strategies defined by the franchise to boost sales growth.
• Execute action plans to ensure compliance with the sales plan.
• Scale deviations and action plans with clear communication to supervisor.
• Comply with controls and regulations established by the institution.
• Visit clients to understand opportunities for improvement and develop plans aligned with customer expectations to improve NPS.
• Identify improvements in service and ensure exceptional client experience.

Conocimientos

Sales experience

Financial products

Credit for companies

Sales techniques

Communication skills

Objection handling

Educación

Bachelor's degree

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 ...
• 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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