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 experiencejob 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.