Gcg - Mortgage Client Care Officer

1 week ago

Singapore Citi Full time

Retention Intermediate Analyst is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs. **Responsibilities**: Develop and implement sales plans to achieve all monthly and annual new asset referral targets - Interact with managers and directors to ensure ongoing communication regarding existing and future client needs - Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities including legal, corporate, and regulatory - Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets - Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles - Resolve client complaints and issues promptly and efficiently **Qualifications**: - 2-5 years of relevant experience - Previous sales experience preferred - Ability to communicate with all levels of management - Extensive knowledge of financial and securities industry regulations - Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements - Effective problem-solving and decision-making skills - Consistently demonstrates clear and concise written and verbal communication **Education**: - Bachelor’s degree/University degree or equivalent experience **Key Responsibilities**: - Advise home loan customers on existing loan packages with tight follow up - Handle inbound and outbound calls for mortgage queries - Meet set targets for repricing - Proactive calling - Compliant with regulatory and Citi internal guidelines **Qualifications** - Minimum tertiary levels - Preferably knowledgeable in mortgage product - Effective phone skills and ability to handle demanding clients - Self-driven, independent and motivated individual who possess initiative - Excellent interpersonal, communication and service skills This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. - **Job Family Group**: Consumer Sales - **Job Family**: Consumer Product Sales - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting

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