Ejecutivo de Cuentas Pyme: Asesoría Financiera

Banamex; Mexicali; On-site; MXN 360,000 - 540,000; Full time

Job summary

Citi is seeking a Business Development Officer to attract, maintain, and grow a portfolio of SME clients, delivering high-value advisory on Citi segment products and ensuring a consolidated client relationship. You will drive portfolio growth, cross-sell, and retain customers while adhering to bank campaigns and risk controls.

The role emphasizes comprehensive needs detection, delivering tailored solutions, and achieving NPS targets across the franchise.

Qualifications

• Experience in selling financial products.
• Knowledge of financial products, especially corporate credit and sales techniques.
• Excellent communication skills and handling objections to close sales.

Responsibilities

• Meet sales goals including portfolio growth, cross-selling, attracting new customers and retaining current clients.
• Proactively detect client needs to deepen the Customer-Bank relationship.
• Provide high-value advisory service to SME clients and position Citi as the primary option for products.

Skills

Previous sales experience

Financial products knowledge

Excellent communication/objection-hand

Education

Bachelor’s degree or equivalent

Job description

Citi is seeking a Business Development Officer to attract, maintain, and grow a portfolio of SME clients, delivering high-value advisory on Citi segment products and ensuring a consolidated client relationship. You will drive portfolio growth, cross-sell, and retain customers while adhering to bank campaigns and risk controls.

The role emphasizes comprehensive needs detection, delivering tailored solutions, and achieving NPS targets across the franchise.