Citigold Relationship Banker-12 Job at CITI in Mumbai, Maharashtra
Client Account Management
Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG customers to enrich the relationships by mobilizing 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 CG customers who can be sold tailored products to enhance product penetration
Ensure coverage of all relationships through customer engagements, risk profiling and
Organize CG customer events to enhance customer bonding.
Acquire new CitiGold customers through converting referral leads.
Compliance, Risk & Controls
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
5-8 years of experience
Ability to manage relationships both internal and external; Ability to multi-task
Mandatory certifications as required for selling financial products
Bachelor’s/University degree or equivalent experience
Grade :All Job Level – All Job FunctionsAll Job Level – All Job Functions – IN
Time Type :Full time
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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Company Location: Mumbai, Maharashtra