Banamex Ejecutivo de Cuenta Pyme Jr Poza Rica Ver. at Citi

Poza Rica, Veracruz, Mexico -

Full Time

Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

0.0

Posted On

19 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial products sales, SME client management, Portfolio growth, Cross-selling, Customer relationship management, Needs detection, Business development, Sales strategy execution, Risk assessment, Communication skills, Objection handling, NPS management, Regulatory compliance, Financial advising

Industry

Financial Services

Description

The Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products. Serves a consolidated client portfolio. 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. Adequately 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 escalate 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. 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 Education: Bachelor’s/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Business Development ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Responsibilities

The Business Development Officer is responsible for managing and growing a portfolio of SME clients by offering high-value financial advice and products. They must ensure sales goal compliance, execute business strategies, and maintain high NPS standards through regular client visits and effective relationship management.