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 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.
scale deviations and action plans, generating effective communication with the 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 the 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 elevate to the coordinator.
fulfilling the clients' necessities while providing an exceptional client experience, 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.
eeo commitment
citi is an equal opportunity employer.
view citi's eeo policy statement.
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