Citi Bank - CitiGold Relationship Manager

Citigold Relationship Manager

Job Description :

- The Citigold Relationship Banker is a seasoned professional role.

- Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.

- Integrates subject matter and industry expertise within a defined area.

- Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

- Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

- Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.

- Strong communication and diplomacy skills are required.

- Regularly assumes informal/formal leadership role within teams.

- Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.

- Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities :

- Client Account Management

- Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- Organize CG customer events to enhance customer bonding.

- Acquire new CitiGold customers through converting referral leads.

- Compliance, Risk & Controls

- Ensure that KYC/AML and other compliance norms are strictly adhered to.

Education : Bachelor's/University degree or equivalent experience

Job Location : Chennai / Gujarat

Years of experience : 6 to 12 Years