Citigold Relationship Banker

Citibank - More jobs by this advertiser
Citigold Relationship Banker-19001434

Job Description:



  • To perform client profiling, recommend asset allocation, and proactively engage with customers to facilitate transactions
  • To reach out to all client relationships through face to face/telephonic/email interaction to ensure coverage of all relationships in adherence to the policy mandate around frequency of client contact
  • To invite customers for client events and get clients to meet bank personnel as a part of the independent contact process
  • To acquire new customers through generation of references from existing clients and/or through partnership with the client acquisition team of the bank
  • To complete all AML/KYC requirements pertaining to accounts managed by the RM; also cover AIRs/CDDs, etc for the clients managed
  • Complete all mandatory certifications within 90 days of joining the bank; ensure that the certifications are current and updated; 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
  • Keep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns
  • Senior RM's are recommended to maintain a record client memos basis client interactions/meetings

Balanced Score Card:


Financial Parameters:

  • Footings Growth (CA/SA/TIDE/AUM/ AAFA)
  • Fee Revenue
  • Insurance Revenue
  • Investment Revenue
  • Forex Revenue
  • Net Customer Growth
  • New To Bank CG customer acquisition
  • Cross Sell
  • Product Penetration

Customer Parameters:

  • Customer Service (No of issues)
  • Trend of Free look policies
  • Customer contact ability

Process Parameters:

  • KYC/AML and adherence to other norms
  • Mandatory certifications (IRDA, AMFI, Internal Investments, Internal Insurance, Control and Compliance, Commercial products and RDIP Courses)
  • Ensure all Client interaction processes are as per norms/guidelines; adherence to Sales Code of Conduct
  • Timely BEATS (Banking Early Alert Tracking System) resolution, CDD (client due Diligence), AIR, CADD, etc

People Parameters:

  • Ability to create rapport with peers and other units like service/operations, compliance, senior RMs, lending teams etc
  • *CG customers maintain the required NRV of INR 30 lacs  (INR 15 lacs for Commercial accounts) to INR 25 Crores

  • Master's

16 July 2019
Location: India Delhi Delhi
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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