CPL Business Acquisition Manager, Citi-At-Work
Singapore, Singapore
Job Req ID 20235589Overview
As the first point of contact with new clients, Citigold Acquisition Officers ensure customers start their relationship with Citi with a positive experience that exceeds their expectations. They play a pivotal role in identifying potential clients and gaining a deep understanding of who they are and how Citigold can help them achieve their wealth goals.
The role is a great opportunity to kick-start your career in Wealth Management, or take your sales experience and passion for customers in a new direction.
Success Profile
As the world’s most global bank, Citi gives you the tools to be a trailblazer. We’re not just building technology, we’re building the future of banking. With thousands of employees located around the globe, we are an international team encompassing a broad range of expertise, roles and cultures, and we invite you to come and join us.
- Efficient
- Confident
- Productive
- Proactive
- Enthusiastic
- Goal-oriented
Responsibilities
The Field Sales Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Responsibilities:
- Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
- Acquire new clients through tele-caller supported outbound calling and micromarketing activities
- Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
- Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
- Analyze client interests, problems, and potential need for new products and services
- Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
- Receive training and assistance for team members including sales executives and tele-callers
- Organize marketing activities to get new sources of lead generation and new business
- Conduct first level risk analysis to understand fitment with Citi’s policies
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 0-2 years of relevant experience
- Experience in the financial sector and sales preferred
- Working knowledge of related financial regulations and mortgage transaction structure
- General understanding of regulatory compliance, guidelines and regulations
- Consistently demonstrates clear and concise written and verbal communication
- Effective problem-solving and negotiation skills
Education:
- Bachelor’s degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Consumer Sales-------------------------------------------------
Job Family:
Field Sales------------------------------------------------------
Time Type:
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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