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CFSI GCG Relationship Manager

Citi
Makati
30 days ago: Citi

Job Description

Description

 
  • Proactively seeks to establish and understand customers’ real needs and expectations on their portfolios for insurance and investment
  • Executes sales on insurance and investment strategies/activities effectively
  • Takes responsibility for resolving issues with customers’ on their Wealth Management Portfolios
  • Builds and d - Monitors the total wealth management portfolios of customers providing regular market updates and advice through regular engagement
  • Develops relationships with customers
  • Provide excellent customer experience with every customer engagement and drive a high NPS
  • Proactively makes appointments and meets with clients to establish their requirements
  • Helps the customers understand which product of investment and/or insurance would best suit their needs, offering alternatives as appropriate based on their risk profile
  • Keeps up to date with new financial products such as investment, insurance and other wealth products on their features, benefits and details

Qualifications

 
  • At least 5 years experiences in sales for investments and insurance
  • Knowledge of banking products and services as well as exposure to investment products and process would be an advantage
  • Proficient in Microsoft applications
  • Good communication and interpersonal skills
  • Strong team player with good relationship management skills and problem-solving skills
  • Meticulous and organized
  • Certified with necessary licenses to sell relevant financial solutions for clients
   


Description   Proactively seeks to establish and understand customers’ real needs and expectations on their portfolios for insurance and investment Executes sales on insurance and investment strategies/activities effectively Takes responsibility for resolving issues with customers’ on their Wealth Management Portfolios Builds and d - Monitors the total wealth management portfolios of customers providing regular market updates and advice through regular engagement Develops relationships with customers Provide excellent customer experience with every customer engagement and drive a high NPS Proactively makes appointments and meets with clients to establish their requirements Helps the customers understand which product of investment and/or insurance would best...

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