Citi Gold Relationship Manager in Lucknow, India–Citi 33 views

saudi jobs

India

  • Primary Location: India,Uttar Pradesh,Lucknow

  • Education: Bachelor’s Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 25 % of the Time

  • Job ID: 18040305

Description

  • Review CitiGold customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs

  • Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs

  • Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration

  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning

  • Organize CG customer events to enhance customer bonding

  • Acquire new CitiGold customers through converting referral leads

  • Ensure that KYC/AML 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

  • Keep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns

Qualifications

  • Graduate







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