Citibank Berhad KL Transactional Services Officer

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Citibank Berhad KL Transactional Services Officer-18050300
Description
 
  • Driving DCA and Treasury related products together with RMs
  • Assist with the rollover of existing DCA volumes countrywide
  • Assisting product and research team to execute initiatives and cascade knowledge base (product/Forex market research)

Principal Responsibilities:

  • Supporting sales front liners
  • Portfolio management of TD base of customers for acquisition purposes
  • Conduct phonesales for/with RMs
  • Maintain compliance and controls with monitoring of phonesales and dca sales with service support team and compliance team
  • Problem handling of DCA issues/customers with RMs
  • Assisting product and research team to execute initiatives and cascade knowledge base (product/Forex market research)
  • Provide market updates for both customers and RM/PBs
  • Preparation of daily product material
  • Enable transactions related to FX
  • Transfers to Citiphone for instructions on transactional items
  • Transfers to Citiphone for conversions for Foreign Currency Exchange

Qualifications
 

Qualifications and Knowledge/Skills/Behaviors:

  • Forex market knowledge
  • Sales management and sales process knowledge
  • Presentation skills
  • Outgoing, confident
  • Problem solving skills
  • Independent

Key Performance Indicator:

  • Sales numbers and revenue
  • Conducting DCA portfolio reviews
  • Number of calls/transactions performed

Personality and Experience:

  • At least 2 years experience in managing the sales of Dual Currency accounts and/or any foreign currency related Investment/Insurance products
  • Customer facing and able to conduct presentations in front of a crowd.
  • Ability to communicate effectively over the phone
  



6 August 2019
Location: Malaysia Corrientes Kuala Lumpur
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Other
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.


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