Open new to bank Citigold savings accounts with wealth proposition for high net worth individuals (HNI’s) and ultra-high net worth individuals (UHNI’s)
Acquire commercial banking relationships – current accounts with high turnover and with trade and Forex potential
Own the affluent segment in both commercial banking as well as wealth space Also responsible for cross selling asset products ( business loan & mortgage loans) and payment products (High end credit cards)
Responsible for co-managing the client for first 3 months for account buildup However this is an acquisition role and this role will not be responsible for managing the client over period
Extensive intra city travel and client engagement required
Generate leads through references, micromarketing activities, and other permissible databases
Understand customer needs, explore and educate customer on financial needs arising at various life stages
Ensure that KYC/AML and other compliance norms are strictly adhered to
Complete all mandatory certifications within 60 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
Experience in financial services will be preferred, open to hiring good candidates with sales experience involving direct face to face client interaction in any field/industry
MBA with 2-4 years sales experience
21 May 2019
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.
Only direct applications will be considered.
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