-Acquire and foster relationships with high net worth customers with the objective of generating revenue.
-Prepare and pro-actively execute sales plans for individual prospective customers by using internal sources and marketing activities.
-Market investment products and cross-sell bank consumer products to new and existing customers
-Foster customer relationship by adopting an advisory role to provide value added services.
-Provide after sales service to strengthen relationships and ensure consistent delivery of superior banking experience.
-Ensure customer loyalty and promote brand identity by providing excellent customer service through regular contact with clients, keeping abreast of latest updates and conducting reviews on usage of our range of products.
-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
-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
-Asian Institute of Chartered Bankers, Malaysia
Investor Protection Professional Certification (IPPC)
-The Malaysian Insurance Institute, Kuala Lumpur, Malaysia
Pre-Contract Examination for insurance Agents (A&C)
-Certificate Examination in Investment- Linked Life Insurance (CEILLI)
-Pre-Contract Examination for insurance Agents (B)
-Federal of Investment Managers Malaysia, Kuala Lumpur, Malaysia
Unit Trust Examination
-Islamic Banking and Finance Institute Malaysia, Kuala Lumpur, Malaysia
Takaful Basic Examination
Language Spoken Written
English (Primary) 8 7
Chinese 8 7
Bahasa Malaysia 7 6
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