Financial Services Specialist
hace 1 semana
\tClient Account Management
\t-------------------
\t\tReview CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
\t\tAdvise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
\t\tReview product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
\t\tEnsure coverage of all relationships through customer engagements, risk profiling and
\t\tfinancial planning.
\t\tOrganize CG customer events to enhance customer bonding.
\t\tAcquire new CitiGold customers through converting referral leads.
\t\tCompliance, Risk & Controls
\t\tEnsure that KYC/AML and other compliance norms are strictly adhered to.
\t\tFulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.", "Qualifications": "
\t0-2 years relevant experience
\t\tAbility to manage relationships both internal and external; Ability to multi-task
\t\tMandatory certifications as required for selling financial products", "Education": "
\tBachelor's/University degree or equivalent experience", "Job Family Group": "Private Client Coverage", "Job Family": "Relationship Banker", "Time Type": "Full time"}
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