Job Summary: The Relationship Manager- will be assigned after Investments and Insurance certification
Targets based on Sales and Revenue, New to Bank customer acquisition, Balance Sheet growth.
Key Duties and Responsibilities:
Get duly certified for Investments and Insurance products. This is a basic requirement to be qualified for and continue in the role of WM Relationship Manager.
Achieve present revenue targets. Acquiring and building relationships with Banking customers and investors in UAE.
Advise investors on Wealth Management products such as Mutual Funds, Structured Notes, Foreign Exchange deposits, leverage / overdraft / margin funding, Fixed Income Securities etc.
Have a good understanding of global investment markets and opportunities and various factors affecting these markets.
Cross-sell investment and insurance products to high-potential and existing relationships of Citibank UAE.
Build Citibank’s presence and position as investment advisor for different ethnic segments in the market by organizing micro marketing events with the help of Marketing unit.
Acquire new customers per month from database calling, cross-selling, micro marketing initiatives and leads from advertising support. Need to show initiative and creativity in acquiring new customers for Wealth Management products.
Work with Product Management, telemarketing, local branches to identify initiatives and products that will help acquire new investment customers for the Bank.
Performance against sales and revenue targets are amongst the key result areas which affect appraisal, rewards and career growth in the role of Relationship Manager.
Qualifications, Skills and Experience:
High sales drive and energy levels. Ability to thrive in high-pressure sales environment.
Ability to nurture and build strong relationships with customers.
Prior experience with investment products such as Mutual Funds, Insurance, equity, fixed-income (bonds) etc is highly preferred.
UAE market / banking experience with relevance to Investments, Insurance and deposit products as well as UAE investor psyche is highly preferred.
Excellent teamwork skills.
Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.
Citi is a global bank whose mission is simple: "We responsibly provide financial services that enable growth and economic progress." Citi works tirelessly to provide consumers, corporations, governments and institutions with a broad range of financial services and products. We strive to create the best outcomes for our clients and customers with financial ingenuity that leads to solutions that are simple, creative and responsible