Citibusiness RM

Citibank - More jobs by this advertiser
Citibusiness RM-19022947
  • Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.      
  • Advise customers to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs.      
  • Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration      
  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.      
  • Organize customer events to enhance customer bonding.      
  • Acquire new customers through converting referral leads.      
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.      
  • Complete all mandatory certifications within 90 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.      
  • Keep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns.  

  • Strong client centric approach
  • Should be compliance and controls centered
  • Should be a good team player

13 July 2019
Location: India India
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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