CBNA GCG Relationship Manager
Manila, Philippines
4d ago

Customer Service :

  • Monitors customers’ accounts and portfolios providing regular market updates and advice through regular calls and meetings
  • Proactively seeks to establish and understand customers’ real needs and expectations
  • Executes sales and investment strategies / activities effectively
  • Helps customers build their wealth through Citibank’s unique wealth planner and tracker
  • Takes responsibility for resolving issues with customers’ portfolios
  • Builds and develops relationships with customers, e.g., through accompanying them at social / lifestyle events
  • Drives efforts in the team to identify and implement improved customer service behaviors (e.g. through active contribution during daily huddles’)
  • Meets agreed service targets
  • Sales :

  • Proactively makes appointments and meets with clients to establish their requirements
  • Helps the customer understand which product or investment would best suit their needs, offering alternatives as appropriate
  • Engages the support of specialists to provide technical advice to customers when necessary
  • Networks with customers in order to create new business contacts
  • Analysis trends in the local / niche market as well as customer profiles to identify potential sales opportunities
  • Meets agreed sales targets
  • Knowledge :

  • Keeps up to date with new banking products and services; their features, benefits and details
  • Is up to date with compliance and operational procedures
  • Paperwork and Administration :

  • Completes all paperwork and updates all systems accurately and in a timely manner
  • Follows up with back office on customers’ applications, etc.
  • Responds to all client and internal emails in a timely manner
  • Qualifications

  • 220503- Tertiary Education
  • Banking Sales Experience
  • Banking and Investment Products (desirable)
  • Basic Systems Knowledge
  • Understanding of Credit / Commercial Banking
  • Local Banking Regulations (as applicable)
  • Advanced Product Knowledge
  • Industry and Market Knowledge
  • Processes and Controls
  • Apply
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