Excellent Opening for Relationship Manager with Citibank

Job Title : Citigold RM with Citibank

Experience : 1 - 10 years

Grade : Q/R/S/T

Job Location : Bangalore/Chennai/Hyderabad

Job Purpose : To enhance the Relationship Value of the assigned CitiGold customers through established compliant processes, by providing customer oriented Retail Investment products and Forex, Trade and wealth management solutions.

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

- Advise customer 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.

Candidate Specifications :

- Total Experience of around 1 to 10 yrs,

- Should have experience in handling niche HNI clients and catering to all their investment needs.

- The candidate should be confident, aggressive and have a flair for sales and client relationship management.

- Should possess good communication skills and knowledge of all Retail products AMFI and IRDA certification preferable.

Balanced Score Card :

Financial Parameters :

Footings Growth (CA/SA/TIDE/AAFA) (INR 1.75 Cr to 3.5 Cr)

Fee Revenue (INR 6 Lacs to 32 Lacs per quarter)

- Forex Revenue

- Trade Revenue

- Insurance Revenue

- Investment Revenue

- Net Customer Growth

- Cross Sell

- Product Penetration

- Customer Parameters

- Customer Service (No. of issues)

- Trend of Free look policies

- Number of switch transaction deviations

- Number of individual risk profile deviations

- Compliance & Regulatory Parameters

- KYC/AML and adherence to other norms

- Mandatory certifications (IRDA, AMFI, Internal Investments, Internal Insurance, Control and Compliance University Courses)

- Timely BEATS (Banking Early Alert Tracking System) resolution

- People Parameters

- Mentoring support extended to ASMs and ARMs

- Quality of engagement with service, ops, cross sell units and other departments

If Interested, please apply with your CV in WORD FORMAT along with the following information about yourself :

Name:
Date of Birth:
Contact No:
Email id:
Qualifications:
Total work Exp.:
Exp in Relationship Management:
Exp. in wealth products:
Exp. in banking:
Current Employer:
Current Designation:
Current CTC: fixed & variable
Expected CTC:
Notice period:
Current Location:
Open to work in Bangalore (Yes/No):
Open to work in Chennai (Yes/No):
Open to work in Hyderabad (Yes/No):

Anusha,

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