Overview
The Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship with SME clients in their portfolio, offering a high-value advisory service on segment products. The role 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.
- Provide comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the first option in all the products that the client may acquire.
- Know and efficiently execute 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.
- Scale deviations and action plans appropriately, 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 aligned with customer expectations in the area, ensuring the NPS indices defined at the franchise level.
- Implement and influence, in conjunction with your Coordinator, the design of action plans that ensure the achievement of the NPS goal.
- Identify improvements in the service in a timely manner and escalate to the Coordinator.
- Fulfilling clients’ needs while providing an exceptional client experience is the expected behavior and will be measured by specific metrics.
- Appropriately assess risk when making business decisions, safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations; adhering to policy; applying sound ethical judgment; and escalating, managing and reporting control issues with transparency.
Qualifications
- Previous experience in selling financial products.
- Knowledge of financial products, especially credit to companies, and sales techniques.
- Excellent communication skills and ability to manage objections with customers to achieve effective sales.
Education
- Bachelor’s/University degree or equivalent experience
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Job Family Group: Consumer Sales
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Job Family: Consumer Business Development
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Time Type: Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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