Citi Gold Relationship Manager

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

Skill: aml , relationship manager , kyc , risk; Exp: 0-3 years; Citi Gold Relationship Manager-18040305 Description Review CitiGold customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs Advise 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 Review product penetration for the assigned client base, identify potential CG 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 CG customer events to enhance customer bonding Acquire new CitiGold 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 Graduate Primary LocationAPAC-IND-UP-Lucknow Job CategorySales ScheduleFull-time Education LevelBachelor’s Degree ShiftDay Job Employee StatusRegular TravelYes, 25 PERCENT 25 of the Time Office Location / Address15158

Banking -General


Experience: 0-3

Function: Finance / Insurance Services