RM - Relationship Officer

Citi

Education
Company Type
Workhours

  • 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

  • MBA/Graduates

APAC-IND-GJ-Ahmedabad Sales Full-time Master's Degree Day Job Regular No APAC-IND-GUJ-AHMEDABAD

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Confirmed 4 hours ago. Posted 30+ days ago.

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