Citigold Acquisition Team Analyst

United States Citigroup; Dubai; On-site; USD 50,000 - 75,000; Full time

Job summary

A leading financial institution seeks a Citigold Client Acquisition Specialist in Dubai to onboard new clients and upgrade existing accounts. You will work alongside the Acquisition Head to enhance client relationships, achieve sales targets, and participate in proactive business development strategies. This role requires a solid background in sales, experience with high-net-worth clients, and a passion for delivering exceptional service.

Qualifications

• 3-5 years of Direct Sales experience in financial services.
• Experience with high-net-worth clients or investment products preferred.
• Foundational knowledge of CITI RETAIL BANK's structure and products.

Responsibilities

• Acquire new Citigold clients and upgrade Citiblue clients.
• Promote referrals and conduct micro-marketing events.
• Maintain compliance with Citigroup's standards.

Skills

Client Relationship Management

Sales Strategy

Market Knowledge

Digital Technology Adaptability

Education

Bachelor’s Degree

Job description

The overall objective is to onboard new to bank Citigold & Citigold Private clients, responsible for meeting monthly sales targets. The person will also be responsible for identifying any existing Citiblue clients who can be upgraded to Citigold, by upsizing current funding.

Key Responsibilities:

• Jointly work with the Acquisition Head and Branch Banking Staff for identifying and acquiring Citigold new-to-bank customers, as also upgrading existing Citiblue customers to Citigold
• Identify and solicit new-to-bank Citigold customers, through internal and external channels
• Assist client in opening Citigold account in U.A.E. or in an offshore location(Singapore), as per the clients individual preference
• Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
• Upgrade existing Citiblue relationships to Citigold by upsizing current funding and deepening the relationship
• Convert the leads sent by the Telesales Unit / other channels into funded Citigold Accounts
• Actively engage with high payroll clients for conversion into funded Citigold status
• Optimise funded Citigold opportunity in listed payroll companies
• Complete update of 'know your client' details for the originated accounts
• Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development
• Spearhead any micro marketing events focused on new to bank acquisition
• Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank
• Identifying and pursuing new clients aligned with CITI RETAIL BANK s value proposition.
• Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors
• Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI RETAIL BANK s relationship with these partners
• Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional
• Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold new to bank prospects and optimise acquisition effectiveness
• Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified Client Manager base, profiling etc.
• Meet the compliance and controls standards set by the Citigroup

Qualifications:

• Foundational knowledge of CITI RETAIL BANK s structure, strategy, product suite and target market
• Demonstrates basic knowledge of Citi Risk and KYC policies and practices
• Demonstrates basic knowledge of credit skills and Early Warning Detection
• Demonstrates ability to build knowledge of all aspects of commercial banking including basic commercial credit knowledge and an ability to quickly learn new products and service
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients needs.
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients

Knowledge/Experience:

• 3-5 years experience preferably in Direct Sales within the financial services industry
• Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
• Other Industry relevant sales experience such as real estate / Assets experience can be considered

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