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Business Development Officer

hace 2 meses

Monterrey, Nuevo León, México Citi A tiempo completo

Job Summary

The Business Development Officer - SME Portfolio is responsible for building and maintaining strong relationships with Small and Medium-sized Enterprise (SME) clients in their portfolio. This role involves providing high-value services to advise on segment products and ensuring compliance with sales goals defined by the franchise.

Key Responsibilities

  • Ensure compliance with sales goals, including portfolio growth, cross-selling, attracting new customers, and retaining current customers.
  • Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
  • Offer a high-value service, providing comprehensive advice to SME clients to solve all their needs and position the bank as the first option for all products.
  • Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
  • Execute action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
  • Adequately scale deviations and action plans, generating effective communication with the immediate boss.
  • Comply with the controls and regulations established by the institution.
  • Visit clients to understand opportunities for improvement and develop plans in line with customer expectations, ensuring NPS indexes defined at the franchise level.
  • Implement and influence action plans with the Coordinator to ensure the achievement of the NPS goal.
  • Identify improvements in the service and escalate to the Coordinator.
  • Fulfill client necessities while providing an exceptional client experience, measured by specific metrics.
  • Assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

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.
  • Bachelor's/University degree or equivalent experience.