Job Description
To provide a ‘remarkable’ client experience to Citibank UAE and Global Banking clients On- board and source new client referrals from walk in, networking and utilizing campaigns targeted specifically towards affluent and HNWI
Identify and meet client needs through the provision of banking solutions and referrals to Relationship Mangers for Wealth Management and FX solutions
Duties and Responsibilities
Your main responsibilities in this role include the following:
Commercial
Proactively generate new client acquisition through on boarding target market clients , utilizing Member Get Member program for CTG clients.
Source new target market clients in line with business goals and objectives.
Contribute effectively to team activities and be a backup for RM supports in the CTG team.
Build productive relationships with referral partners ( Regulated RM , IPB , etc )
Ensure smooth handover process from account opening to appropriate CTG relationship manager.
Develop and demonstrate an in-depth knowledge and understanding of the process, banking and wealth management products and services in order to match our proposition to client needs
Client Excellence
Demonstrate a passion for and deliver a ‘remarkable’ client experience at all times
Complete all customer transactions efficiently and accurately.
Promote the benefits of alternative methods of banking by actively assisting where applicable
Actively contribute to a positive NPS score
Achieve and maintain a high level of customer service at all times, whilst adhering to all policies and practices including the Data Protection Act and Treating Customers Fairly.
Risk & Controls
Adhere to internal and external policies and procedures.
Act in accordance with all regulatory , compliance and KYC policies ( both internal and external ) and communicate to clients as appropriate
Manage client requests efficiently and professionally whilst adhering to llegal , regulatory and company policy, process and requirements
Teamwork & Power of One
Demonstrate Citi Standards and Power of One Behaviours
Act as One Team , One Bank
Assist and coach team members in order to achieve business goals and targets
Engage fully with team and line manager to ensure efficient , smooth running of banking hall whilst adhering to all procedures and delivering a Remarkable service
Job Requirements
Outstanding sales skills
Strong interpersonal and communication skills
Strong time-management skills
Ability to source new business through own initiative