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Business Development Officer

hace 2 meses


Tampico, Tamaulipas, México Citi A tiempo completo

Job Summary

The Business Development Officer is responsible for building and maintaining strong relationships with Small and Medium-sized Enterprise (SME) clients in their portfolio. This role involves offering 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 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 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.

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.

About Citi

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.