Ejecutivo PyME - Impulsa Cartera con Soluciones

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Soledad de Graciano Sánchez; On-site; MXN 480,000 - 720,000; Full time

Job summary

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Business Development Officer to manage SME relationships and drive growth. You will advise on segment products, provide high-value service, and strive to expand a consolidated client portfolio.

The role emphasizes cross-selling, client retention, and delivering exceptional service while complying with all regulations and risk controls.

Qualifications

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

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.
• Adeptly 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 escalates 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.

Skills

Sales experience

Financial products knowledge

Communication skills

Education

Bachelor’s degree

Job description

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Business Development Officer to manage SME relationships and drive growth. You will advise on segment products, provide high-value service, and strive to expand a consolidated client portfolio.

The role emphasizes cross-selling, client retention, and delivering exceptional service while complying with all regulations and risk controls.