The primary role is to expand the high net-worth client base and balance sheet, by acquiring new-to-bank Citigold customers through external and internal referrals.

Job Purpose:

Acquisition: Acquire Citigold customers.

A Citigold customer is a customer who maintains an average account balance in excess of USD 200,000, via deposits, savings or investments through Citibank

Responsibilities:

Jointly work with the Acquisition Manager, CGAT Tele sales team & Partnership Manager in identifying and acquiring Citigold new-to-bank customers.

• 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/London/Jersey), as per the clients individual preference
• Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
• Convert the leads sent by the Telesales Unit / Partnership 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
• Ensure updation of complete KYC 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 focussed on NTB acquisition.
• Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank.
• Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.
• Deliver on the score card parameters for improving NTB acquisition, Investment Account Opening, Higher funding ratios & Digital readiness
• Joint meetings with the Unit Head to be done regularly with call reporting tracking.
• Deliver consistent and best-in-class customer service
• Meet the compliance and controls standards set by the Citigroup

Qualifications:

• Min 5 years of sales experience preferably in 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

Education:

• Bachelor's/ master's degree.

Development Value:

The eligible candidate will be able to have a career path growing into a Citigold RM or within the Sales and Distribution roles and use his acquired knowledge on products and client experience.



Job Family Group: Consumer Sales



Job Family: Branch Sales



Time Type: Full time



Citi 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.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .

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