Relationship Manager

Citi Careers
  • Post Date: October 4, 2017
  • Applications 1
  • Views 129
Job Overview

Education: Bachelor’s Degree

Job Function: Relationship Management

Schedule: Full-time

Shift: Day Job

Employee Status: Regular

Travel Time: No


Position Objectives

Sales and Revenue goals will be assigned after Investments and Insurance certification

Targets based on Sales and Revenue, New to Bank customer acquisition, Balance Sheet growth.

Principal 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.


Critical Skills/experience required

• 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.

• Arabic Speaking preferred

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success.

Job Detail
  • Offerd SalaryBD 251 - 500
  • Career Middle Level
  • Experience1 to 3 Years
  • GenderAny
  • INDUSTRYBanking
  • QualificationSome High School
  • NationalityAny nationals
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