Ejecutivo de Cuentas Pyme: Asesoría Estratégica

Citigroup; Monterrey; On-site; MXN 600,000 - 800,000; Full time

Job summary

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

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

Responsibilities

• 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.

Education

Bachelor's/University degree or equivalent experience

Job description

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