*responsibilities*:
- responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products. Serves a consolidated client portfolio.
- generate leads through client references, commercial activities, market mapping exercises like carpet bombing, micromarketing activities, joint events in partnership with associations.
- use all available intermediary channels to generate leads, focus on open market sourcing, to engage with potential new customers.
- understand customer needs, explore and educate customer on value add in terms of their commercial needs.
- address how citibank products and services can meet their business requirements.
- influence the customer to initiate the relationship which helps in supporting the immediate needs.
- identifying opportunities of working capital, term loan & non fund based products.
- ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner.
- act as the escalation point for their unresolved queries and complaints.
- ensure that know your client and anti-money laundering 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.
- 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:
- bachelor's degree. Experience in sales of financial products.
- awareness about markets/current trends, general awareness about current affairs. Awareness about banking regulations/product regulations around insurance/investments etc. Understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc. Strong sales and relationship skills and should be comfortable with self-sourcing of asset clients. Knowledge of financial statements. Exp - experience in sales - trade fx & asset exposure would help awareness about markets/current trends, general awareness about current affairs awareness about banking regulations/product regulations around insurance/investments etc. Understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc.
- ability to sell - strong selling/product pitching abilities; relationship management skills/potential to manage; high achievement orientation
- consistently demonstrates clear and concise written and verbal communication skills
*education*:
- bachelor’s/university degree or equivalent experiencejob family group:
consumer sales
- *job family*:
consumer business development
- time type:
full time
- most relevant skills
please see the requirements listed above.
- other relevant skills
for complementary skills, please see above and/or contact the recruiter.
View citi’s eeo policy statement and the know your rights poster.