Business development representative (bdr) jr-campo
el rol:
lo que ofrecemos:
proceso de reclutamiento:
entrevista screening (15 min).
Business case
role purpose
the role is a specialist role and is part of the premier and wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as structured products, fx, investment, financial planning, retirement, protection, mortgage etc. Business development manager (bdm) is usually deployed to add value to clients with more complex needs and is assigned to a team of premier relationship managers (rms). Whilst premier relationship managers own the end‑to‑end advisory and sales process with clients, business development manager assists premier relationship managers in understanding clients better, meeting clients together with premier relationship managers when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them. At times the bdm may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. The bdm also needs to follow the needs‑based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
Principal accountabilities
strengthen hsbc's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
Support rms to gain more clients' confidence and trust in hsbc capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
Assist rms and helps close sales in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting rms in presenting and explaining solution(s) to client.
Conduct portfolio reviews with rms, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
Join rms for 3 to 5 meeting per day for accompanying clients and provide advice, input based on technical knowledge while acting as a second point of contact to rms for specific products and solutions.
Requirements
minimum of one year of working experience as a product specialist or financial advisor.
Strong client skills with the ability to deliver a strong client experience and provide needs‑based solutions.
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socio‑economic dynamics, and regulatory requirement relevant to the products.
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
Demonstrated ability and experience to correctly identify client needs.
Solid skills to manage consultative sales process.
A solid understanding of global anti money laundering standards.
Team player with collaborative skills.
Knowledge of local and group compliance regulations.
Specialisation in one or more product categories e.g. Structured products, fx, investments, financial planning, retirement, protection, mortgage etc.
At hsbc we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.
Objective of the position
the business development executive will be responsible for providing personalized, high‑level attention to prospects interested in establishing or expanding their manufacturing operations in mexico. Your primary goal will be to qualify leads and seamlessly transition them to the sales team, ensuring a high standard of service and professionalism throughout the process.
Key responsibilities
build and nurture relationships with potential clients by thoroughly understanding their needs and providing valuable information about establishing or expanding manufacturing operations and industrial real estate in mexico.
Organize and manage meetings and calls with potential clients, acting as the first point of contact to address their needs and present solutions offered by the company.
Track all client interactions diligently, ensuring thorough follow‑ups at every stage of the client journey, and ensure that potential business opportunities are advanced efficiently through the sales pipeline.
Maintain accurate, timely records of all leads and client interactions in crm systems or designated databases. Regularly report on prospect status and progress to ensure transparency and alignment with sales strategies.
Work closely with marketing and sales teams to align on strategies for lead capture, nurturing, and conversion, helping optimize overall business development efforts.
Requirements
travel availability – willingness to travel when necessary, particularly to corporate offices for client or team meetings.
Advanced english proficiency: fluent in spoken and written english, capable of maintaining clear communication with international clients.
Experience: a minimum of 2 years of experience in customer service, sales, or business development, ideally in a b2b environment focused on manufacturing or industrial real estate.
Crm expertise: experience in using crm systems for lead management and tracking is highly desirable, with a focus on optimizing the lead‑to‑sale process.
Pay: $20,* - $25,* per month
work location: in person
#j-18808-ljbffr