Citibank Berhad KL Transactional Services Officer

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Citibank Berhad KL Transactional Services Officer-18050300
  • 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 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
Banking and Financial Services
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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