The business development officer is in charge of attracting, maintaining, retaining and growing the relationship that they manage with sme clients in their portfolio, offering a high value service on advising on segment products. They serve 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 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, the design of action plans that ensure the achievement of the nps goal.
* identify in a timely manner improvements in the service and elevate them to the coordinator.
* fulfill clients’ necessities while providing an exceptional client experience, which is the expected behaviour from all employees and will be 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 behaviour, 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 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.
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.
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