Ejecutivo de Cuentas PyME – Impulsa Soluciones Financieras

Citi; New York (NY); In loco; USD 16.000 - 32.000; Tempo pieno

Descrizione del lavoro

Citi in San Luis Potosí seeks a Business Development Officer to attract, maintain, retain and grow SME client relationships, providing high-value advisory on segment products and managing a consolidated client portfolio.

Responsibilities include achieving sales goals, linking clients through needs detection, cross-selling, and ensuring compliance with regulations while delivering an exceptional client experience.

Competenze

• 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

Mansioni

• Attract and manage SME client relationships to grow revenue.
• Achieve portfolio growth and cross-sell across franchise products.
• Provide comprehensive financial advice to SME clients.
• Execute campaigns and sales plans defined by the franchise.
• Visit clients to identify opportunities and develop plans.
• Ensure compliance with laws, rules, and Citi policies.

Conoscenze

Selling financial products

Sales techniques

Excellent communication

Formazione

Bachelor’s degree or equivalent

Descrizione del lavoro

Citi in San Luis Potosí seeks a Business Development Officer to attract, maintain, retain and grow SME client relationships, providing high-value advisory on segment products and managing a consolidated client portfolio.

Responsibilities include achieving sales goals, linking clients through needs detection, cross-selling, and ensuring compliance with regulations while delivering an exceptional client experience.