• MYS Citibank Bhd KL CitiGold Relationship Manager - (19023497) Jobs in Malaysia - 975113

    Citi
  • 0 - 2 Years
  • Malaysia - Kuala Lumpur - Kuala Lumpur
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  • Posted above 1 month
  • Job Views: 17
  • Job Applicants: Less than 10

Job Description

Relationship Manager is a position of high profile and high integrity with good and wholesome values built into the character The individual is expected to have strong relationship management skills and be able to work as a team player




They are primarily responsible to grow the revenue / Asset Under Management (AUM) of the customers from their portfolio These include deepening and broadening account relationships as well as to market investment / insurance products with the objective of generating revenue for more profitable relationships with main focus on wealth management




Expanding on new customer base through referrals from customers or through personalized / advisory services provided personally or through the Investment Consultants To perform outbound calls, sales visit, interact with the affluent / affinity group, to socialize when required, to acquire leads and new accounts (new customers)




Relationship Manager is also responsible in handling clients enquiries as well as resolution of complaints Making sure that they follow through the end to end process of the investigations They should also ensure that they are the first person their customers contact with when customers have some complaints or new leads or new additional investments They should always communicate to customers after a resolution has been obtained on an enquiry / complaint to adopt a holding hand policy whether on complaints resolutions or investments executions




Listed below are performance related objectives




On Sales

To be personally effective at building the business, deepening relationships and increasing targeted customer segments through the execution of an effective sales process

To grow customer numbers and revenue / Assets Under Management (AUM) to meet country business goals, particularly Liability accounts, Investment/Insurance and CitiGold

To ensure that all templates for MIS purposes are followed and diligently completed for the review of the Sales Manager List of New Leads/Prospects, Portfolio Management Report, Sales Visit Contact Report, Number of Calls Made, Number of Sales Visits Made, Number of Appointments Made, etc

Ensure all Sales/Service triggers in eCRM are closed on a daily basis and achieve Zone 1 in the Customer Contact Rate report

Prepare and pro-actively execute sales plans for individual prospective customers, using internal referrals, customers referrals, marketing leads and self-generated leads

Conduct Micro Marketing Events for the purpose of deepening relationships and cross selling

Actively use Citiplanner, the profiling tool for CitiGold segment in their sales activities

Conduct early engagement activities in the relationship management sales process Cross-sell loans, mortgagesand credit cards Value added service should be given to customers when it comes to cross-selling loans and mortgages, share margin finances, Citibusiness, etc The specialist of these products should be called to have a joint sales visit together

On Service

Embrace Client 1st value in all customer contacts and actively practice it in the daily huddle

Ensure that 30 DSP has been executed for all New to Bank CitiGold customers and 1st customer contact is carried out by 1st month

To improve customer relationships, by adopting an advisory role to provide vale added services by giving advices on investment / insurance, general banking products and the most recent marketing promotional activities

Guide and educate customers and provide after sales service to strengthen relationships To ensure customers portfolio has optimal products mix and pricing

Actively introduce customers to Citigold by walking customers through all the banking products, team concept, backup RM and services, eg CitiPhone, CGOL, ATM, EDPM, Dispatch services, etc

Work with Marketing Department to ensure success of promotional programs To provide feedback and recommend appropriate changes to Marketing Team / Management

Maintain close liaison with Service Support to ensure deliverance of consistent high standard of customer service at all times

On Compliance

Adhere to the Account Opening Sales Process and seek managers counsel, advice or approval when in doubt

Adhere to all investment sales processes and seek managers counsel, advice or approval when in doubt

Practice Know-Your-Customer and Anti-Money Laundering policies prudently and ensure all procedures are carried out as per approved process and in compliance with local and US regulations

Profile customers using Citiplanner, and assist customers in terms of portfolio objectives and carry out sales based on customer needs

Complete the Large Transaction Reports for transactions above 1MM or cash deposits of RM100M

Conduct annual review of Citibanks investment customers Conduct portfolio review with customers at least every quarter

Conduct HNWI (USD3MM and above) profile review annually

Conduct face-to-face with customer above RM10MM annually

Review all CDD triggered within 50 days These include PF, HNWI & High Risk customers







Candidate must possess at least a Bachelors Degree, Post Graduate Diploma, Professional Degree or Masters Degree in any field Additional professional accreditation like Certified Financial Planner (CFP) or IPPC or Persatuan Pasaran Kewangan Malaysia (PKKM) would be an added advantage

Profile Summary

Type:Company Job

Industry:Banking/Financial Services

Salary:Not Disclosed

Deadline:01st Jan 2020

Company Profile

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards are a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

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