Customer Acquisition Specialist (UAE Nationals Only) - DUBAI

Department

Key Skills & Competencies

• Effective communication and persuasive skills
• Customer focussed and target driven mindset
• Ability to convince clients on call
• Good interpersonal skills & ability to hold client’s attention on call
• Good negotiation and objection handling skills
• Familiarity with CRM systems and MS office
• Basic understanding of financial products

Key Responsibilities

• :
• Upgrade existing Citi blue relationships to Citigold & Citi Private by upsizing current funding and deepening the relationship.
• Provide eligible leads to the field sales team and ensure all agreed predefined paraments are met.
• Meet & exceed primary sales targets set on opening NTB accounts, funding of these accounts & upgrade of existing clients, at the same time meeting other important KPIs
• Ensure updating of complete KYC details for the originated accounts.
• Work with internal teams, field sales team to identify opportunities which can help increase lead conversion & positively impact other KPIs.
• Assist a Citigold client in meeting any identified investment and insurance need by referring him to on Investment Professional
• Keep abreast of current economic environment and capital markets, to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.
• Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified funding, profiling & client retention.
• Calling on adhoc base for performing service-related tasks, as assigned by bank.
• Deliver consistent and best-in-class customer service
• Meet the compliance and controls standards set by the Citigroup
• Ensure 100% adherence to Code of Conduct.
• Ensure 100% adherence to “Sales Do’s and Don’ts”.
• Maintains updated knowledge of bank’s products and processes and is able to offer a high quality sales experience.
• Key performance Indicators
• Sales targets and conversion rates
• Total calling time, total tapped leads & average tap leads.
• Average call handling time
• Number of qualified leads generated.
• Call volume and productivity.
• Lead to booking.
• Customer satisfaction and retention
• Compliance and quality scores

Other Requirements

• :
• Must possess sound judgment and be creative in providing solutions to bank’s clients.
• 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 services.
• Ability to work effectively in team setting.
• Communicates views with clarity and confidence.
• Maintains contact with key stakeholders to proactively seek input as appropriate.
• Demonstrates self-control and maintains composure under pressure.
• Detail oriented with demonstrated organizational skills.
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients.
• Demonstrates a natural curiosity about Citi, the economy, local markets and regions without preconceived notions or ideas.
• Demonstrates professionalism by being reliable, actively contributing to meetings, asking questions and challenging ideas

Knowledge And Experience

• 1-3 years of sales or telesales 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 telesales experience such as real estate / Assets experience can be considered.

Qualifications

• Bachelor degree/ MBA
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Consumer Sales

Telesales

Time Type

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Other Relevant Skills