Citigold Acquisition Officer
Citi Brasil
Dubái, Emiratos Árabes Unidos
منذ 5 يوم

Job Background / context :

  • The primary role is to expand the high net-worth client base and balance sheet, by acquiring new-to-bank Citigold customers through external and internal referrals.
  • The person will also be responsible for identifying any existing Citiblue clients who can be upgraded to Citigold, by upsizing current funding
  • Job Purpose :

  • Acquisition : Acquire Citigold customers.
  • A Citigold customer is a customer who maintains an average account balance in excess of USD 200,000, via deposits, savings or investments through Citibank

    Key Responsibilities :

    Jointly work with the Acquisition Head and Branch Banking Staff 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
  • Development Value :

  • The eligible candidate will be able to have a career path growing into a Citigold RM or within the Sales and Distribution roles and use his acquired knowledge on products and client experience.
  • Knowledge / Experience :

  • 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
  • Skills :

  • 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.
  • Qualifications :

  • Bachelor degree / MBA
  • Competencies :

  • Selling skills
  • Leadership
  • Business awareness
  • Initiative and commitment to achieve
  • Influence and negotiation
  • Job Family Group : Consumer Sales

    Job Family : Branch Sales

    Time Type :

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