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The Business Development Officer is in charge of attracting, maintaining, retaining and growing relationships with SME clients. The role involves offering high-value service and comprehensive advice on segment products, managing campaigns and strategies, ensuring compliance with regulations, and improving customer satisfaction metrics.
Job Responsibility:
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
Requirements:
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
What we offer:
Comprehensive advising solutions for SME clients
Citi’s equal opportunity policies
Accessibility accommodations for individuals with disabilities
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