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20/07 Arundhati
Talent Acquisition at Citibank

Views:3530 Applications:241 Rec. Actions:Recruiter Actions:5

Citibank - CPC Business Developer - Retail Bank (10-15 yrs)

Delhi/NCR/Mumbai/Bangalore Job Code: 238906

CPC Business Developer - Retail Bank

Role Outline/Job Summary

Job Description

POSITION TITLE:- CPC BD

Grade/Level:- Sr. T/U

BUSINESS GROUP:- GCG

FUNCTION/GROUP:- Frontline and Branch Banking

DEPARTMENT:- Liabilities Product

LOCATION:- Bangalore/ Mumbai/ Delhi

A.- ROLE & RESPONSIBILITIES

Business/ Department

Objectives:

Citigold and Citigold Private Client (CPC) segments are exclusive and personalized propositions offered by the Retail Bank, India. Serving the needs ofthe emerging and Affluent Segment offering sophisticated and customized solutions across Wealth Management, Business Banking and lending products.

As a CPC Business developer, you will drive end-to-end business ownership of the most affluent clients of Citibank NA. The key objectives are to enhance the segment proposition across all touch points, originate new acquisitions and continuous increase in relationship value, cross-sell products and services to deepen wallet penetration, monitor and track performance of all elements that drive customer satisfaction.

Core Responsibilities:- The key objective is to Enhance segment proposition across products, services, Channels and Rewards & privileges. The position is singularly responsible for offering best-in-class service excellence to Citi- s most affluent clients across ALL touch points.

Financial/ Budgetary:- P/L Custodian for clients managed - Client Net Growth, AUM, B/S growth, Revenue Drivers, X-sell penetration, Key Relationship Planning

Service metrics - Customer Depth Ration, Portfolio Coverage, NPS Score

Individual Contributor (IC)/Managerial- IC

Key Deliverables:

Acquire new CitiGold Private Client through open market source.

Build relationship through active engagement and create controllable and profitable book.

Review client- s needs and asset allocation; proactively engage with the customer to validate the understanding of the needs.

Advise Clients to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs.-

Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

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.

Customer centricity approach of right need addressed at segment level

Adequate growth in revenues, footings and profitability per client

Ensure the NPS focus and drive better scores with clinical tracking of all metrics and parameters

Monitor and guide each and every activity the bank manages to ensure the service standard and promise delivery to true to commitment as defined in our segment strategy

Engage with product and operations on a regular basis to ensure a continuous and consistent uptick in client experience across any touch point

Scorching ownership on client and ensure every single product proposition is delivered in the same manner with clarity and efficiency

Integrate a clear model of wealth and commercial banking activities and products embedded through a holistic banker approach to ensure no limited categorization of client needs and more importantly the reverse categorization of Citi as a slotted solo platform offering

Clear adherence to compliance and control measures.

Percentage of Travel - Yes, 10% of the Time

Relocation:- Yes, outstation candidates are allowed to apply

B.- QUALIFICATIONS

Education:- MBA or CA

Experience:

-- Minimum 10 years relevant experience

-- Sales, Product, Analytics and business management experience.

Certifications:-

Skills:

-- Customer service oriented person with excellent communication skills.

-- In-depth knowledge of affluent customer insights, market practices, competition trends and bank operations

-- Strong interpersonal, oral/written communication skills

-- Analytical and strong problem solving skills

-- Independently driven and resourceful

-- A sense of pragmatism and urgency in execution of strategy

-- Innate leadership ability to galvanise resources across multiple stakeholders

-- People with relevant Banking / Finance / Client Service or relationship management

-- Ability to work with broad group of stakeholders

ORGANIZATIONAL RELATIONSHIPS

Reports to

Direct:- Sr. Branch Manager in South, West and North regions
-
Partnerships

Internal:- Retail Bank Head, Central Segment Heads, Citibanking Heads, Marketing Seniors, Product Heads, Service Heads, Operations Head

C.- DEVELOPMENT

Career Progression:- The role is a stepping stone to managing a business that will comprise a branch or a set of branches given the overview and expertise gained by a clear segmentation led and client centric model.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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