Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration.
Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
Organize CG customer events to enhance customer bonding.
Acquire new CitiGold customers through converting referral leads.
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to.
Fulfilling the clients’ necessities while providing an exceptional client experie...