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*responsibilities*:- responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products.
serves a consolidated client portfolio.- generate leads through client references, commercial activities, market mapping exercises like carpet bombing, micromarketing activities, joint events in partnership with associations.- use all available intermediary channels to generate leads, focus on open market sourcing, to engage with potential new customers.- understand customer needs, explore and educate customer on value add in terms of their commercial needs.- address how citibank products and services can meet their business requirements.- influence the customer to initiate the relationship which helps in supporting the immediate needs.- identifying opportunities of working capital, term loan & non fund based products.- ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner.- act as the escalation point for their unresolved queries and complaints.- ensure that know your client and anti-money laundering 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.- fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
*qualifications*:- bachelor's degree.
experience in sales of financial products.- awareness about markets/current trends, general awareness about current affairs.
awareness about banking regulations/product regulations around insurance/investments etc.
understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc.
strong sales and relationship skills and should be comfortable with self-sourcing of asset clients.
knowledge of financial statements.
exp - experience in sales - trade fx & asset exposure would help awareness about markets/current trends, general awareness about current affairs awareness about banking regulations/product regulations around insurance/investments etc.
understanding of basics of finance.basics of banking; understanding of markets - key drivers, current trends etc