SME Coordinator (Oaxaca)
You maintain business relationships with small and medium-sized enterprise clients and assigned branches. You advise clients, generate and promote new business, support cross-selling and post-sale service, achieve established targets, record sales activities, visit branches and prospects, and train branch executives and managers on SME products and services.
Responsibilities
- Maintain close business relationships with SME clients and assigned branches
- Advise clients on SME products and services
- Generate and promote new business
- Develop the SME client segment
- Build and refer payroll-client portfolios to assigned branches
- Support cross-selling and post-sale service
- Achieve targets established by the SME segment divisions
- Execute proactive sales activities
- Record calls and client appointments in the designated platform
- Visit assigned branches regularly
- Visit new prospects in assigned areas
- Conduct working sessions with branch executives and managers
- Share knowledge and sales experiences
- Follow the sales and management process
Requirements
- Degree in economic or administrative fields, preferably completed; minimum undergraduate completion
- Work experience in promotion and sales in the financial sector
- Experience managing personnel
- Broad knowledge of the SME segment and its products