Affluent Acquisition Manager

  • Company:
    Citibank India
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    2 weeks ago
  • Category:
    Banking

Skill: wealth , aml , hni , business loan , commercial banking , cross selling , forex , financial services , trade , kyc , credit cards , mortgage loans; Exp: 2-4 years; Affluent Acquisition Manager – 18054518 Description Open new to bank Citigold savings accounts with wealth proposition for high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs) Acquire commercial banking relationships current accounts with high turnover and with trade and Forex potential Own the affluent segment in both commercial banking as well as wealth space. Also responsible for cross selling asset products ( business loan & mortgage loans) and payment products (High end credit cards) Responsible for co-managing the client for first 3 months for account buildup. However this is an acquisition role and this role will not be responsible for managing the client over period Extensive intra city travel and client engagement required. Generate leads through references, micromarketing activities, and other permissible databases. Understand customer needs, explore and educate customer on financial needs arising at various life stages. Ensure that KYC/AML and other compliance norms are strictly adhered to. Complete all mandatory certifications within 60 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. Experience in financial services will be preferred, open to hiring good candidates with sales experience involving direct face to face client interaction in any field/industry F1234 Qualifications MBA with 2-4 years sales experience

Banking -General

Degree: MBA/ PGDM

Experience: 2-4

Function: Finance / Insurance Services