May 12, 2018

Citigold Acquisition Officer - Dubai Jobs - Citi Group

  • Citi Group
  • Dubai - United Arab Emirates
Full time Banking and Financial Services Jobs Customer Service and Call Center Jobs

Job Description

Job Title:  Citigold Acquisition Officer - Dubai

Company Name: Citi Group 

Location: Dubai, United Arab Emirates (UAE)

 

Job Summary: The Citigold Acquisition Officer will work jointly 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

 

Key Duties and Responsibilities:  

  • 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

 

Qualifications, Skills and Experience:

  • The applicant must hold a Bachelor’s degree/ MBA
  • The Citigold Acquisition Officer should have three to five years of experience preferably in the financial services industry with at least two years of experience of local UAE market.
  • Other Industry relevant sales experience such as real estate, hotel industry, luxury retail can be considered.
  • Asset experience is also preferred
  • Either prior experience of acquiring high-net-worth clients or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
  • Ability to speak Arabic and Bilingual preferred.
  • 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.
  • Selling skills
  • Team work
  • Leadership
  • Business awareness
  • Initiative and commitment to achieve
  • Influence and negotiation

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