Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in expanding a high net worth client base.
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
What you’ll do
The overall objective is to onboard new to bank Citigold & Citigold Private clients, responsible for meeting monthly sales targets. The person will also be responsible for identifying any existing Citiblue clients who can be upgraded to Citigold, by upsizing current funding.
Key Responsibilities
- Jointly work with the Acquisition Head and Branch Banking Staff for identifying and acquiring Citigold new-to-bank customers, as also upgrading existing Citiblue customers to Citigold
- Identify and solicit new-to-bank Citigold customers, through internal and external channels
- Assist client in opening Citigold account in U.A.E. or in an offshore location(Singapore), as per the clients individual preference
- Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
- Upgrade existing Citiblue relationships to Citigold by upsizing current funding and deepening the relationship
- Convert the leads sent by the Telesales Unit / other channels into funded Citigold Accounts
- Actively engage with high payroll clients for conversion into funded Citigold status
- Optimise funded Citigold opportunity in listed payroll companies
- Complete update of 'know your client' details for the originated accounts
- Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development
- Spearhead any micro marketing events focused on new to bank acquisition
- Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank
- Identifying and pursuing new clients aligned with CITI RETAIL BANK’s value proposition.
- Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors
- Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI RETAIL BANK’s relationship with these partners
- Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional
- Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold new to bank prospects and optimise acquisition effectiveness
- Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified Client Manager base, profiling etc.
- Meet the compliance and controls standards set by the Citigroup
Qualifications
- Foundational knowledge of CITI RETAIL BANK’s structure, strategy, product suite and target market
- Demonstrates basic knowledge of Citi Risk and KYC policies and practices
- Demonstrates basic knowledge of credit skills and Early Warning Detection
- Demonstrates ability to build knowledge of all aspects of commercial banking including basic commercial credit knowledge and an ability to quickly learn new products and service
- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
- Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Knowledge/Experience
- 3-5 years experience preferably in Direct Sales within the financial services industry
- Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
- Other Industry relevant sales experience such as real estate / Assets experience can be considered
Job Family Group
Consumer Sales
Job Family
Branch Sales
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.