Senior Relationship Officer
Citibank N.A
Total years of experience :19 years, 4 Months
• Sales and Marketing of Credit Cards, Personal Loans and bank accounts.
• Support ASM to prospect target market.
• Review the client database on an on-going basis to keep information up to date.
• Ensure KYC principles and procedures are followed for individual portfolio.
• Adhere to selling process and sales quality requirement.
• Ensure account opening, personal loan and credit card documentation are complete and accurate.
• Followup with credit department for the approvals of applications.
• Review and Work on the cancel and rejeted application in the turn around time.
• Maintains CITIBANK N.A internal control standard and compliance policy.
• Build and maintain positive and productive working relationship internally and externally.
• Responsibilities of personal targets.
• Maintaining customer’s data base.
• Maintaining daily sales report.
• Enrolled companies on bank’s panel.
• To keep in touch with a wide network of key people and build strong partnerships.
• Marketing of WPS, LG, Credit Cards, Personal Loans and Auto Finance.
• Handling the customers on line and sorting out there problem.
• Giving the information about new promotion.
• Providing day end report to line manager on daily basis.
• To keep in touch with a wide network of key people and build strong partnerships.
• Maintaining customer’s data base.
- Marketing of Credit Cards
- Responsibilities of Personal targets & team targets
- Back up to team leader
- Reporting to Relationship Manager for team targets and MIS
- Refresher Training of product and polices to the team members
- Maintaining daily sales report
- Marketing of Personal Loans
- Maintaining customers data base
- Reporting to Team Sales Manager for personal targets and team targets
- Back up to Sales Manager
- Marketing of personal loans & BTF
- Training of all new hiring
- Responsibilities of personal targets & team targets
- Enrolled companies on bank’s panel