Business Development Officer

hace 2 semanas


Cuernavaca, Morelos, México Citi A tiempo completo

The Business Development Officer is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

**Key Responsibilities:**

• Offer insurance products to existing clients of the bank
• Collaborate with Relationship Managers/Personal Bankers and Branch Managers to identify opportunities in client portfolios
• Assist clients in evaluating their needs and recommending suitable financial solutions

**Requirements:**

• 0-2 years of relevant experience
• Previous sales experience, preferably in the insurance industry (field sales experience preferred)
• Consistently demonstrates clear and concise written and verbal communication skills

**Education:**

• Bachelor's/University degree or equivalent experience

• Strong understanding of financial concepts and industry practices

• Ability to work in a fast-paced environment and adapt to changing priorities

**Preferred Qualifications:**

• Certification in insurance or financial services (e.g. AMIB Figura 3)
• Intermediate-level English proficiency

**Job Family:**

Consumer Sales

**Job Family Group:**

Consumer Business Development

**Time Type:**

Full time



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