Citigold Acquisition Specialist- DUBAI

Overview

What You’ll Do

Key Responsibilities

• Jointly work with the Acquisition Head and Branch Banking Staff for identifying and acquiring Citigold new-to-bank customers, as also upgrading existing Citiblue customers to Citigold
• Identify and solicit new-to-bank Citigold customers, through internal and external channels
• Assist client in opening Citigold account in U.A.E. or in an offshore location(Singapore), as per the clients individual preference
• Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
• Upgrade existing Citiblue relationships to Citigold by upsizing current funding and deepening the relationship
• Convert the leads sent by the Telesales Unit / other channels into funded Citigold Accounts
• Actively engage with high payroll clients for conversion into funded Citigold status
• Optimise funded Citigold opportunity in listed payroll companies
• Complete update of 'know your client' details for the originated accounts
• Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development
• Spearhead any micro marketing events focused on new to bank acquisition
• Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank
• Identifying and pursuing new clients aligned with CITI RETAIL BANK’s value proposition.
• Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors
• Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI RETAIL BANK’s relationship with these partners
• Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional
• Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold new to bank prospects and optimise acquisition effectiveness
• Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified Client Manager base, profiling etc.
• Meet the compliance and controls standards set by the Citigroup

Qualifications

• Foundational knowledge of CITI RETAIL BANK’s structure, strategy, product suite and target market
• Demonstrates basic knowledge of Citi Risk and KYC policies and practices
• Demonstrates basic knowledge of credit skills and Early Warning Detection
• Demonstrates ability to build knowledge of all aspects of commercial banking including basic commercial credit knowledge and an ability to quickly learn new products and service
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients

Knowledge/Experience

• 3-5 years experience preferably in Direct Sales within the financial services industry
• Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
• Other Industry relevant sales experience such as real estate / Assets experience can be considered

Time Type

Most Relevant Skills

Other Relevant Skills

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