Citi
Citi
Citi is a global banking and financial services company serving consumers, corporations, governments, and institutions. Its offerings span consumer banking, credit cards, wealth management, corporate banking, and investment banking, supported by operations in more than 100 countries. As a large international finance organization, Citi brings together teams working across banking, financial services, and fintech.

Junior SME Account Executive

Build and grow relationships with small business clients while advising them on financial products. Drive sales and service goals while following banking controls and regulations.

Description

  • Build and grow relationships with SME clients in the assigned portfolio.
  • Advise clients on products for their segment.
  • Meet sales goals through portfolio growth, cross-selling, customer acquisition, and retention.
  • Identify client needs to strengthen the customer-bank relationship.
  • Provide comprehensive advice to SME clients and position the bank as their preferred provider of products.
  • Carry out campaigns, sales strategies, and agreed action plans.
  • Escalate deviations and action plans, communicating effectively with the immediate supervisor.
  • Follow institutional controls and regulations.
  • Visit clients to identify improvement opportunities and develop plans that meet their expectations.
  • Meet defined NPS targets and improve the client service experience.
  • Assess business risks while protecting the firm's reputation, clients, and assets.
  • Follow applicable laws, rules, regulations, and policies, and report control issues transparently.

Requirements

  • Experience selling financial products.
  • Knowledge of financial products, particularly business credit, and sales techniques.
  • Strong communication and customer objection-handling skills to support effective sales.
  • Bachelor's or university degree, or equivalent experience.

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