COS829 CG RM...

COS829 CG RM...

11 Apr
|
Citibank India
|
Mumbai

11 Apr

Citibank India

Mumbai

Job Description

CG RM - 19010187

Description

Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
Advise customers 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


Qualifications

Post graduate


Primary Location : APAC-IND-MH-Mumbai

. * The original job offer can be found in Kit Job:
https://www.kitjob.in/job/13099195/cos829-mumbai/?utm_source=html

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: cos829 cg rm...
Publish a new Free Offer
Need to publish an offer? With more than 1 million unique users per month, you will find the ideal candidate for your company instantly, what are you waiting for!
Publish Now

Subscribe to this job alert