CG Relationship Manager

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

Skill: aml , relationship manager , kyc , risk; Exp: 1-3 years; CG Relationship Manager-18038013 Description 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 Qualifications Post graduate Primary LocationAPAC-IND-MH-Mumbai Job CategorySales ScheduleFull-time Education LevelMaster’s Degree ShiftDay Job Employee StatusRegular TravelNo Office Location / AddressMumbai

Banking -General


Experience: 1-3

Function: Finance / Insurance Services