Citigold Private Client and Citigold account acquisitions, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account.
- Early Engagement and Activation of accounts on Investments, Insurance and Forex.
- Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.
- Smooth Conversation and conversion of the prospects/leads given by the Digital /Telesales Unit or other channels into funded CPC and CG accounts
- Optimize funded Citigold opportunity in listed Salary account relationship companies
- Ability to recognize business opportunities for acquiring new customers in the Affluent HNI space and formulate acquisition initiatives
- Spearhead any micro marketing events focused on NTB acquisition.
- Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank
- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best on-boarding service standards
- Optimize Cross Sell opportunities including credit cards , Mortgage and Business Lending
- Actively promote referrals from existing clients to generate a pipeline of prospects
Qualification & Experience:
- Bachelor’s degree/University degree or equivalent experience
- 2-5 years of relevant experience
Vacancy Type: Full Time
Job Location: Ghaziabad, Uttar Pradesh, IN
Application Deadline: N/A