Ejecutivo Comercial Senior - Soluciones Financieras

Placements24; Monterrey; On-site; MXN 1,200,000 - 2,400,000; Full time

Benefits offered by this job

Medical insurance

Competitive salary

Career growth

Job summary

Placements24 seeks a Senior Commercial Executive for Monterrey to drive revenue growth by securing and managing high-value corporate client relationships. The role emphasizes strategic sales, complex deal negotiations, and cross-selling a wide range of financial products.

The ideal candidate has 7+ years in commercial banking or related fields, with a proven track record of meeting sales targets in the Mexican market and strong negotiation and presentation skills.

Qualifications

• Minimum 7 years of progressive experience in commercial banking, corporate finance, or related field.
• Proven ability to consistently meet or exceed sales targets in a competitive market.
• Strong understanding of financial products, services, and Mexico market dynamics.
• Excellent negotiation, communication, and presentation skills.
• Proficiency in financial modeling and using CRM software.

Responsibilities

• Develop and implement strategic sales plans to achieve revenue targets within the corporate banking sector.
• Identify, cultivate, and manage relationships with key corporate clients, understanding their financial needs and offering tailored solutions.
• Lead the negotiation and closing of complex financial deals, ensuring mutually beneficial terms.
• Cross-sell and up-sell a range of financial products and services, including credit facilities, investment solutions, and treasury management.
• Collaborate with internal teams, including credit analysis, risk management, and product development, to ensure seamless client service.
• Monitor market trends and competitor activities to identify new opportunities and potential risks.
• Prepare and deliver compelling presentations and proposals to prospective and existing clients.
• Maintain an in-depth knowledge of our client\'s product portfolio and regulatory requirements.
• Act as a trusted advisor to clients, providing strategic financial guidance.

Skills

Client acquisition

Relationship management

Negotiation

Strategic sales

CRM proficiency

Education

Bachelor\'s in Finance/Economics/Business

MBA (advantageous)

Tools

CRM software

Job description

About the Role

Our client, a prestigious financial institution renowned for its innovative services and commitment to client success, is seeking a highly experienced Senior Commercial Executive to join their dynamic team in Monterrey, Nuevo León, MX . This pivotal role requires a seasoned professional with a deep understanding of the financial services sector and a proven track record in generating and managing high-value client relationships. You will be responsible for driving revenue growth by identifying and securing new business opportunities with corporate clients. This is an office-based position, offering a stable and collaborative work environment where you can leverage your expertise to make a significant impact. We are looking for a results-driven individual with exceptional negotiation skills and a strategic mindset to contribute to our client's continued expansion.

Key Responsibilities

• Develop and implement strategic sales plans to achieve revenue targets within the corporate banking sector.
• Identify, cultivate, and manage relationships with key corporate clients, understanding their financial needs and offering tailored solutions.
• Lead the negotiation and closing of complex financial deals, ensuring mutually beneficial terms.
• Cross-sell and up-sell a range of financial products and services, including credit facilities, investment solutions, and treasury management.
• Collaborate with internal teams, including credit analysis, risk management, and product development, to ensure seamless client service.
• Monitor market trends and competitor activities to identify new opportunities and potential risks.
• Prepare and deliver compelling presentations and proposals to prospective and existing clients.
• Maintain an in-depth knowledge of our client's product portfolio and regulatory requirements.
• Act as a trusted advisor to clients, providing strategic financial guidance.

Requirements

• Minimum of 7 years of progressive experience in commercial banking, corporate finance, or a related field, with a strong focus on client acquisition and relationship management.
• Proven ability to consistently meet or exceed sales targets in a competitive market.
• Excellent understanding of financial products, services, and market dynamics, particularly within Mexico.
• Exceptional negotiation, communication, and presentation skills.
• Strong analytical and problem-solving capabilities.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field; an MBA is a plus.
• Ability to build and maintain strong relationships with senior executives at client organizations.
• Proficiency in financial modeling and CRM software.
• Based in or willing to relocate to Monterrey, Nuevo León, MX .

Benefits

• Our client offers a highly competitive compensation package, including an attractive base salary, performance-based bonuses, comprehensive medical and life insurance, retirement savings plans, and opportunities for professional growth and development within a leading financial institution. You will be part of a reputable organization that values expertise, collaboration, and client-centricity, working in a professional office environment in the heart of Monterrey.