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.
**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.-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

📌 Banamex Ejecutivo de Cuenta Pyme (Ensenada)
🏢 Citi
📍 Ensenada