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.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Qualifications:
- 2-5 years of relevant experience
- Required licenses: ACI Certification - Basic
- 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
Certification ACI - Basic level is a must.
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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .
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