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Citigroup EJECUTIVO DE CUENTA PYME JR - Cd Juarez, Chih in Ciudad Juárez, Mexico

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.

  • 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 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

EJECUTIVO DE CUENTA PYME JR - Cd Juarez, Chih

DESCRIPCION GENERAL DEL PUESTO:

Encargado de atraer, mantener, retener y hacer crecer la relación que administra con clientes PyME de su cartera, ofreciendo un servicio de alto valor y asesoría de productos del segmento. Atiende a una cartera consolidada de clientes.

FUNCIONES:

  • Asegurar el cumplimiento de las metas de ventas definidas por la franquicia, como crecimiento de cartera, venta cruzada, atracción de nuevos clientes y retención de clientes actuales de su portafolio.

  • Correcto perfilamiento de los clientes de su portafolio, para generar oportunidades de venta.

  • Conocimiento pleno e interacción con los clientes de su portafolio, atendiendo las necesidades integrales de los mismos.

  • Vincular a los clientes actuales realizando detección de necesidades para lograr una mayor relación Cliente-Banco.

  • Ofrecer un servicio de alto valor.

  • Asesorar de manera integral a los clientes PyME buscando resolver todas las necesidades de la empresa posicionando al banco como la 1ra opción en todos los productos que pueda adquirir el cliente.

  • Visitar a clientes para entender las oportunidades de mejora y elaborar planes de negocio con las expectativas de los clientes de la zona, asegurando los índices de NPS definidos a nivel franquicia.

1 Licenciatura concluida en áreas económico – administrativas. Otras carreras son aceptables si tiene gusto y experiencia en ventas a Pymes. Al menos 2 años de experiencia en venta de productos financieros.

A.2 Licenciatura trunca (menos del 50% de créditos) o al menos 3 años de experiencia en venta de productos financieros.

Competencias y Habilidades:

  • Excelentes capacidades de comunicación y manejo de objeciones con los clientes para lograr ventas efectivas.

  • Capacidad de comunicación efectiva con superiores, integrantes de su mismo equipo y otros equipos de trabajo.

  • Proactivo, sugiere y propone mejoras para el negocio.

  • Tolerancia a la frustración (objeciones con él cliente, procesos, trámites, seguimientos etc).

  • Orientado hacia resultados.

  • Trabajo bajo presión (cumplimiento de objetivos diarios).

  • Disciplinado y organizado en su plan de visitas (agenda, actividades administrativas).


Job Family Group:

Consumer Sales


Job Family:

Consumer Business Development


Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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