Ejecutivo de Negocios Pyme - Reynosa, México - Citi

Citi

Empresa verificada

Reynosa, México

hace 2 semanas

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

Responsibilities:

Responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products. Serves a consolidated client portfolio.
Generate leads through client references, commercial activities, market mapping exercises like carpet bombing, micromarketing activities, joint events in partnership with associations.
Use all available intermediary channels to generate leads, focus on open market sourcing, to engage with potential new customers.
Understand customer needs, explore and educate customer on value add in terms of their commercial needs.
Address how Citibank products and services can meet their business requirements.
Influence the customer to initiate the relationship which helps in supporting the immediate needs.
Identifying opportunities of Working Capital, Term Loan & Non fund based products.
Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner.
Act as the escalation point for their unresolved queries and complaints.
Ensure that Know Your Client and Anti-Money Laundering and other compliance norms are strictly adhered to.
Complete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory norms.
Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.
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.

Qualifications:

Bachelor's degree. Experience in sales of financial products.
Awareness about markets/current trends, general awareness about current affairs. Awareness about banking regulations/product regulations around insurance/investments etc. Understanding of basics of of banking; understanding of markets key drivers, current trends etc. Strong sales and relationship skills and should be comfortable with selfsourcing of asset clients. Knowledge of financial statements. Exp
Experience in Sales
Trade Fx & Asset exposure would help Awareness about markets/current trends, general awareness about current affairs Awareness about banking regulations/product regulations around insurance/investments etc. Understanding of basics of of banking; understanding of markets key drivers, current trends etc.
Ability to Sell strong selling/product pitching abilities; relationship management skills/potential to manage; high achievement orientation
Consistently demonstrates clear and concise written and verbal communication skills

Education**:

Bachelor's/University degree or equivalent experience

EJECUTIVO DE NEGOCIOS PYME - Reynosa

Funciones:

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.
Ofrecer un servicio de alto valor sobre asesoría de productos financieros PFAES Y PM para identificar principales problemas y oportunidades para oferta de productos del segmento y otras soluciones financieras.
Asegurar el cumplimiento de las metas sobre atracción de clientes nuevos, venta cruzada al portafolio, graduación de clientes a cartera consolidada.
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 nível franquicia.
Implementar e influir en conjunto con el Gerente de Sucursal en el diseño de planes de acción que aseguren alcanzar la meta de NPS.
Identificar oportunamente mejoras en el servicio y escalar a su Gerente de Sucursal.

Escolaridad y Experiência:

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

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

Competencias y Habilidades Externas:

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.