Business Development Officer

hace 7 días


San Luis Potosí, San Luis Potosí, México Citigroup Inc. A tiempo completo
About the Role

The Business Development Officer is responsible for attracting, maintaining, and growing relationships with Small and Medium-sized Enterprise (SME) clients in their portfolio. This involves offering high-value services, such as advising on segment products, and serving a consolidated client portfolio.

Key Responsibilities
  • Ensure compliance with sales goals defined by the franchise, 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 seeking to solve all their needs, positioning 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 your 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 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 your Coordinator.
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.


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