Citigold Acquisition Office

Jointly work with the Acquisition Head and Branch Banking Staff for identifying and acquiring Citigold new-to-bank customers, as also upgrading existing Citiblue customers to Citigold

• Identify and solicit new-to-bank Citigold customers, through internal and external channels
• Assist client in opening Citigold account in U.A.E. or in an offshore location(Singapore/London/Jersey), as per the clients individual preference
• Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.
• Upgrade existing Citiblue relationships to Citigold by upsizing current funding and deepening the relationship.
• Convert the leads sent by the Telesales Unit / other channels into funded Citigold Accounts
• Actively engage with high payroll clients for conversion into funded Citigold status
• Optimise funded Citigold opportunity in listed payroll companies
• Ensure updation of complete KYC details for the originated accounts
• Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development.
• Spearhead any micro marketing events focussed on NTB acquisition.
• Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank.
• Clear the Investment/Insurance certifications.
• Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional.
• Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.
• Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified CM base, profiling etc.
• Joint meetings with the Unit Head to be done regularly with call reporting tracking.
• Deliver consistent and best-in-class customer service
• Meet the compliance and controls standards set by the Citigroup