贵宾理财经理
职位描述
执行销售和理财策略,以达到利润及服务质量指标
通过主管,与商业银行、保险、资金和产品部门的同事合作,发现现有及潜在的客户需求
通过提供最好的服务和推荐最理想的产品,满足客户的需求,建立和保持长期客户关系
在团队中倡导高质量客户服务标准,提高整体客户满意度
迅速有效的处理客户投诉和解决客户问题
为客户提供财富管理咨询,通过花旗特色的财富规划和跟踪体系帮助客户理财、增值
通过主管,与市场、产品、合规、运营等部门密切合作,及时反馈客户需求和市场信息
确保市场活动符合品质、成本及合规要求,遵守监管部门及公司内部规章流程
对欺诈案例保持警惕,并及时汇报
确保完成个人业绩指标,包括:客户数、规模及收入增长、客户关系满意度、资金量
基本要求
本科毕业,具备5-6年工作经验
深入了解银行发布的产品,服务及相关支行运营,流程和系统技术知识
结果导向型,能够适应高压力的工作
具备良好的服务意识和较强的销售导向意识
具备良好的沟通,交流和电话销售技巧
Job Description:
Responsibilities
-To outsource and develop affluent market prospects through different channels
-To proactively sell and cross-sell consumer banking products and services to targeted customer to meet their financial needs
-To achieve the pre-set sales and service goal under increasing customer demand and keen market competition
-To establish, maintain and manage good relationship with customers and deliver highest level of service
-To strictly abide by the requirements of compliance and internal control on sales activities
Qualifications
-University graduate with min. 4-5 years working experience
-In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology
-Goal oriented and able to work under pressure
-Good service attitude and strong sales-driven
-Good interpersonal, communication and telesales skills
-Comprehensive knowledge of compliance and security policies and procedures
-Knowledge on financial market and economic trend
-Highly integrity