.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.
**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 - Distrito Monterrey**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