Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- Not Disclosed
- Location
- San Pedro Garza Garcia Nuevo Leon Mexico
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- Previous experience in selling financial products.
- Education
- Bachelor’s/University degree or equivalent experience
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We’ll check it against the original posting.
Role Summary
The Business Development Officer manages a portfolio of SME clients, focusing on attracting, retaining, and growing client relationships through advice on financial products. The role supports sales growth, customer experience, compliance, and risk management within the Consumer Sales organization.
What You'll Do
- Ensure compliance with sales goals, including portfolio growth, cross-selling, attracting new customers, and retaining current customers.
- Perform needs detection with existing clients to strengthen the Customer-Bank relationship.
- Provide comprehensive advice to SME clients and position the bank as the first option for products they can acquire.
- Execute campaigns, strategies, and action plans defined by the franchise and Area Coordinator.
- Visit clients to understand opportunities for improvement and develop plans aligned with customer expectations.
- Assess risk in business decisions and drive compliance with applicable laws, rules, regulations, and policies.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Previous experience in selling financial products; knowledge of financial products, especially credit to companies, and sales techniques; excellent communication skills and management of objections with customers to achieve effective sales.
Required
- Previous experience in selling financial products
- Knowledge of financial products, especially credit to companies
- Sales techniques
- Excellent communication skills
- Management of objections with customers to achieve effective sales
Original job description
Content provided by the employer
Original job description
Content provided by the employer
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
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Job 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.------------------------------------------------------
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.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.