Assist GSG Bankers to establish trusting relationships with clients.
Assist GSG Bankers in the management of a portfolio of client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job.
Partner with GSG Bankers to develop comprehensive understanding of client, and to assist GSG Bankers to execute specific account strategies. Become the client expert.
Understanding of how to evaluate risks.
Assist GSG Bankers with account openings and administration of portfolio of names along with compliance related tasks
Assist GSG Bankers in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
Demonstrate an understanding of products and have working knowledge of local markets and financial markets relevant to the client base.
Update and maintain Bank records (Citivision, CRM, eCadd, Cpack).
Respond to client requests and resolve account related problems and work with service providers to resolve specific problems.
Review transactions for compliance with policies (e.g. KYC) and ensure adherence to policy / legal requirements.
Assist in the regularization of discrepant documentation
Act as client contact point in the absence of the GSG Banker.
Do client call reports and conduct site visits to client premises.
Team work is a critical success factoring this job.
GSG Associates will be exposed to meet clients, explore and originate with GSG Bankers various solutions to fit client’s needs from Corporate perspective. GSG Associates will be exposed to Transaction Banking and Treasury product originations. In addition, GSG Associates will be exposed to relationship management skills and should evolve to the position of Relationship Manager.
Qualifications:
Should have the knowledge of Citi Know Your Customer(KYC) requirements,
Strong Research capability through various applications to obtain data
Basic Financial Analysis
Banking and business background is essential
Highly motivated, smart, with “can do” attitude who wants to grow in the job
Success oriented
Strong MS Office Skills
Strong Relationship Skills
Bi-lingual is preferable
Disciplined and punctual
Focused and career oriented
1 or two years of experience in the same line of business is preferable
Education:
Bachelor's degree/University degree or equivalent experience