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**Responsibilities**:- Responsible for 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.- Generate leads through client references, commercial activities, market mapping exercises like carpet bombing, micromarketing activities, joint events in partnership with associations.- Use all available intermediary channels to generate leads, focus on open market sourcing, to engage with potential new customers.- Understand customer needs, explore and educate customer on value add in terms of their commercial needs.- Address how Citibank products and services can meet their business requirements.- Influence the customer to initiate the relationship which helps in supporting the immediate needs.- Identifying opportunities of Working Capital, Term Loan & Non fund based products.- Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner.- Act as the escalation point for their unresolved queries and complaints.- Ensure that Know Your Client and Anti-Money Laundering 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.- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
**Qualifications**:- Bachelor's degree.
Experience in sales of financial products.- Awareness about markets/current trends, general awareness about current affairs.
Awareness about banking regulations/product regulations around insurance/investments etc.
Understanding of basics of finance.Basics of banking; understanding of markets - key drivers, current trends etc.
Strong sales and relationship skills and should be comfortable with self-sourcing of asset clients.
Knowledge of financial statements.
Exp - Experience in Sales - Trade Fx & Asset exposure would help Awareness about markets/current trends, general awareness about current affairs Awareness about banking regulations/product regulations around insurance/investments etc.
Understanding of basics of finance.Basics of banking; understanding of markets - key drivers, current trends etc