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Client Relationship Banker at Citi

Dubai, Dubai, United Arab Emirates -

Full Time

Start Date

Immediate

Expiry Date

20 Jan, 27

Salary

0.0

Posted On

22 Oct, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Industry

Financial Services & Insurance

Description

Duties and Responsibilities:

Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
Responsible to conduct customer portfolio reviews and financial checks for each client as per agreed timelines
Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance.
Optimize the potential value of the priority base through the delivery of wealth management products and services
Resolve client queries without further escalation.

Responsibilities

Duties and Responsibilities:

Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
Responsible to conduct customer portfolio reviews and financial checks for each client as per agreed timelines
Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance.
Optimize the potential value of the priority base through the delivery of wealth management products and services
Resolve client queries without further escalation.