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Assistant Relationship Manager

United States Citigroup

Posted on July 6, 2018

3 - 4 years United Arab Emirates - United Arab Emirates

Any Graduation. Any Nationality

Opening 01

Job Description

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Job Purpose:
The Relationship Support staff will provide excellent relationship management and account servicing support to designated group of Relationship Managers so that as a team, there is greater productivity in acquiring, deepening and broadening existing and potential relationships.
Job Background/context:
Citi has a valuable Consumer franchise in the Middle East and is looking at further expanding the bank s leading presence the country.
Key Responsibilities:
Manage end to end queries for CPC and CG customers mapped to RM.
Complete/follow-up documentation for client s transaction/investment needs or due diligence purpose
Place investment orders in the system
Resolve customer queries received through various channels (Email/Phone/Face to Face interaction etc.)
Follow the engagement model prescribed by the bank for periodic interaction with the customers (includes client on boarding, relationship management etc.)
Follow the bank s processes for verification of documents, retention of documents, processing of instructions, servicing of clients and resolution of complaints/queries
Performing call back for all Account maintenance instructions, Investment transactions, Account peripherals requests
Credit Initiation, CA approval coordination with Back end operations for facility booking, renewal, maintenance and closure
Drive service initiatives by assisting clients and relationship managers towards delivering seamless service fulfilment
Drive Bank s digitization strategy by actively preparing clients to be digitally equipped
Ensure to follow laid down processes and controls of the bank and regulators
Foster team work and work toward optimization of team contribution
Review MIS received from various entities (Loan DPD / Currency Swaps etc.) and co-ordinate with respective Relationship Managers / Clients to regularize the same.
Imaging / Routing to relevant operations for transaction execution
First Party Funds transfer execution or straight-thru process execution
Risk Profile data entry update, CKA update or any customer profile related updates
Be a backup for Branch/ FC Service staff whenever necessary.
Development Value:
Assistant Relationship Manager will receive training, product and on boarding knowledge from branch based experience, on-line training modules and centrally organised workshops. ARM will gain exposure to UAE and Global clients and have the opportunity to liaise with different departments within Citibank. This role will give a platform to manage / develop career path towards Relationship Manger roles etc.
Qualifications
Knowledge/Experience:
3-4 years banking experience ideally in client-servicing
Skills:
Good communication and problem solving skills
Sound knowledge and experience of Microsoft Applications.
Qualifications:
Candidate should hold a Diploma.
Competencies:
Good relationship management
Quick learner, self-starter, and should be able to take initiatives
Good team player and should be able to work well with cross functional teams
Matured personality with a high-level of initiative, self-driven, good time management and work integrity
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Valuing Diversity:
Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer


Banking / Financial Services / Broking

HR / Human Relations / Industrial Relations

Keywords

Customer service Relationship management MIS Data entry Due diligence Swaps Backend operations Microsoft applications Manager Client Servicing Time management

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United States Citigroup


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