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Citigold Relationship Manager

Bengaluru, KA
Job Code:
  • Banking & Finance
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Job Details

Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needsAdvise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needsReview product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetrationEnsure coverage of all relationships through customer engagements, risk profiling and financial planningOrganize customer events to enhance customer bondingAcquire new customers through converting referral leadsEnsure that KYC/AML and other compliance norms are strictly adhered toComplete all mandatory certifications within 90 days of joining the bank and continuously keep self updated on changes in products, processes and compliance/regulatory normsProvide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to themKeep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns Qualifications QualificationMasters/MBA preferredPBRMTo enhance the Relationship Value of the assigned customers through established compliant processes, by providing customer oriented wealth management solutions, manage small base of large NRV clients and focus on larger coverageManage and grow the Citibanking base of the franchise with a focus on throughputIdentify potential HNI in the current base and deepen share of client walletNeed identification to be the base of product presentationMBA Graduates Preferred
Degree: MBA/ PGDM

Additional Degree: B.Com. (Commerce)

Experience: 3-5


Credit Control & Collections | Finance/Budgeting | Financial Analysis
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