Citigroup
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
Key Responsibilities:
- 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.
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