the business development officer is responsible for attracting, maintaining, retaining and growing relationships with sme clients, providing high-value advisory services on segment products, and managing 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 the portfolio.
- link existing clients by performing needs detection to strengthen the customer‑bank relationship.
- offer a high‑value service.
- provide comprehensive advice to sme clients seeking to solve all company needs, positioning the bank as the first option for all products 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 the immediate supervisor.
- 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 the nps indexes defined at the franchise level.
- implement and influence, in conjunction with the coordinator, the design of action plans that ensure the achievement of the nps goal.
- identify, in a timely manner, improvements in the service and report them to the coordinator.
- fulfill clients’ needs while providing an exceptional client experience, as measured by specific metrics.
- appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
qualifications
- previous experience in selling financial products.
- knowledge of financial products, especially corporate credit 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.
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.
