Citi Citigold Acquisition Officer Dubai in Dubai, United Arab Emirates

  • Primary Location: United Arab Emirates,Dubai,Dubai

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17037782

Description

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

Job Background/Context:

• 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.

• The person will also be responsible for identifying any existing Citiblue clients who can be upgraded to Citigold, by upsizing current funding

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(London/Jersey), 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

• 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.

• Clear the Investment/Insurance certifications.

• 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 NTB prospects and optimise acquisition effectiveness.

• Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified CM base, profiling etc.

• 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

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.

Qualifications

Knowledge/Experience:

• 3-5 years experience preferably in the financial services industry

• Either prior experience of acquiring high-net-worth clients or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) to be able to optimise acquisition effectiveness

• Other Industry relevant sales experience such as real estate can be considered

• Asset experience is also preferred

Skills:

• Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects

• Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.

• High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills.

• Ability to nurture and build strong relationships with customers.

Qualifications:

• Bachelor degree/ MBA

Competencies:

• Selling skills

• Team work

• Leadership

• Business awareness

• Initiative and commitment to achieve

• Influence and negotiation

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.

Citi is an Equal Opportunities Employer