Associate Relationship Manager Resume Example

RESPONSIBILITIES:

-To be personally effective at building the business, deepening relationships and increasing targeted customer segments through the execution of an effective sales process.

-To grow customer numbers and revenue/Assets Under Management (AUM) to meet country business goals, particularly Liability accounts, Investment/Insurance and CitiGold.

-Prepare and pro-actively execute sales plans for individual prospective customers, using internal referrals, customers' referrals, marketing leads and self-generated leads.

-Conduct Micro Marketing Events for the purpose of deepening relationships and cross selling.

-Conduct early engagement activities in the relationship management sales process. Cross-sell loans, mortgages and credit cards. Value added service should be given to customers when it comes to cross-selling loans and mortgages, share margin finances, Citibusiness, etc.

-To improve customer relationships, by adopting an advisory role to provide value added services by giving advices on investment/insurance, general banking products and the most recent marketing promotional activities

-Work with Marketing Department to ensure success of promotional programs. To provide feedback and recommend appropriate changes to Marketing Team/Management

-Maintain close liaison with Service Support to ensure deliverance of consistent high standard of customer service at all times

-Practice “Know-Your-Customer' and ‘Anti-Money Laundering' policies prudently and ensure all procedures are carried out as per approved process and in compliance with local and US regulations

-Conduct annual review of Citibank's investment customers Conduct portfolio review with customers at least every quarter

RESPONSIBILITIES:

-Continuously provide high quality processing service to achieve maximum customer satisfaction within the specified SLA's;

-Acquire and update knowledge on procedures related to relevant processes. Process work as requested by line management/customer. Ensure that work is completed in accordance with established procedures and standards;

-Works well independently, completes assigned tasks in the established timeframe, completes regular assignments without reminders or additional requests.

-Works productively and professionally. Demonstrates ways to improve customer service, increase productivity and increase sales.

-Assists line manager/supervisor with managing day-to-day operations and trains peers as needed.

-Participates in team meetings, activities, promotes team spirit and cohesiveness.

-Demonstrates adherence to Core standards and behavior Contribute to the creation of a supportive work environment driven by people centric values

-Build professional relationships with colleagues in other areas

-Exhibit ownership of the business