Citi CFSI - GCG - Relationship Officer in Manila, Philippines

  • Primary Location: Philippines,National Capital,Manila

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17081422

Description

  • Helps the Relationship Managers evaluate and recommend solutions on the investments and insurance needs of customers

  • Handles the face-to-face/ phone sales of Wealth Management Products to CFSI customers, including but not limited to those referred from branches

  • Accompany Relationship Managers to meetings with customers or sales calls to provide specialist knowledge and advice

  • Prepares sales/service reports to sales Manager to monitor performance

  • Services the CFSI customers in account documentation, maintenance, and transaction fulfillment

  • Performs regular assessment on document deficiencies and ensure proper documentation of all transactions to be ready for audit at all times

  • Reviews transactions to monitor and report risk and non-compliance matters

  • Supports the Relationship Managers in process, compliance and system consultation

  • Identifies improvement opportunities to increase NPS and work efficiency

Qualifications

  • At least 1 year experience in sales and service

  • Knowledge of Investment and insurance products and services

  • Proficient in Microsoft applications

  • Good communication and interpersonal skills

  • Strong team player with good relationship management skills and problem-solving skills

  • Meticulous and organized