The Business Development Officer is a developing professional role. Applies specialty área knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps armulates policies. Interprets data and makes recommendations. Researches and interprectual information. Identifies inconsistencies in data or results, defines business issues armulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty área with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the área. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the of the tasks/services provided. Impact of the job holder is restricted to own team.-Responsibilities--:
Responsibr attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products. Serves a consolidated client portfolio. Support tlfillment of the sales goar the segment in the assigned geographical área. (portfolio growth, cross-selling, new customers and current customer retention). Support tnancial planning client engagement and help drive results nancial Advisors; including:
core data entnctions, interpretation of investment statements, interpretation of other documents, such as mortgage statements, employer benefit plan information, goal planning. Ensure advisory standards, process and controls are adhered to. Ensure technical knowledge on investments, superannuation, insurance anancial planning is kept up to datlfilling the clients
- necessities while providing an exceptional client Importante empresa is the expected behaviom all our employees and it will be measured by specific metrics.-Qualifications--:
- years relevant Importante empresa Importante empresa in sales nancial products. Consistently demonstrates clear and concise written and verbal communication skills Ability to work to deadlines. Highly motivated and result driven.-Education--:
Bachelor-s/University degree or equivalent Importante empresa --Jmily Group--:
Consumer Sales --Jmily--:
Consumer Business Development --Time Type--:
Full timeCiti is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.View the " --EEO is the Law--" poster. View the --EEO is the Law Supplement--.View the --EEO Policy Statement--.View the --Pay Transparency Posting