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Personal Banking Consultant
2 weeks ago
Citi serves as a trusted advisor to our retail, mortgage, small business, and wealth management clients at every stage of their financial journey.
Key Responsibilities:
- Manage client relationships and provide exceptional customer service.
- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.
- Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to.
Requirements:
- 2-5 years relevant experience
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience