Jointly work with the Acquisition Head for identifying and acquiring Citigold new-to-bank customers, as also upgrading existing Citiblue customers to Citigold
- Identify and solicit new-to-bank Citigold customers, through internal and external channels
- Assist client in opening Citigold account in U.A.E. or in an offshore location(Singapore/London/Jersey), as per the clients individual preference
- Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
- Upgrade existing Citiblue relationships to Citigold by upsizing current funding and deepening the relationship.
- Convert the leads sent by the Telesales Unit / other channels into funded Citigold Accounts
- Actively engage with high payroll clients for conversion into funded Citigold status
- Optimise funded Citigold opportunity in listed payroll companies
- Ensure updation of complete KYC details for the originated accounts
- Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development.
- Spearhead any micro marketing events focussed on NTB acquisition.
- Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank.
- Clear the Investment/Insurance certifications.
- Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional.
- Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.
- Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified CM base, profiling etc.
- Joint meetings with the Unit Head to be done regularly with call reporting tracking.
- Deliver consistent and best-in-class customer service
- Meet the compliance and controls standards set by the Citigroup
- 3-5 years experience preferably in the financial services industry
- Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
- Other Industry relevant sales experience such as real estate / Assets experience can be considered
- Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects
- Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.
- High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills.
- Ability to nurture and build strong relationships with customers.
- Bachelor degree/ MBA
Job Family Group: Consumer Sales
Job Family:Branch Sales
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