job overview
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.
- provide comprehensive advice to sme clients seeking to solve all the needs of the company, 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 your immediate boss.
- comply with the controls and regulations established by the institution.
- visit 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 escalated to its coordinator.
- fulfilling the clients' necessities while providing an exceptional client experience is expected from all employees and 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.
view citi's eeo policy statement and the know your rights poster.
