Citibank Berhad JB - Citi Priority RM

Citibank Berhad
Johor Bahru, Malaysia
Aug 13, 2017
Aug 16, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: Malaysia,Negeri Johor,Johor Bahru
  • Education: Associate's Degree/College Diploma
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 50 % of the Time
  • Job ID: 16068797


Key Responsibilities:
  • Display high energy to perform as an individual contributor and yet be a strong team player.
  • Grow existing relationship AUM's and ability to acquire new clients using Citi's differentiated offerings.
  • Ability to leverage on Citi's Global Research and keeps self & clients fully updated with Citi views on local & global financial trends.
  • Passion to perform, understand client needs and provide solutions.
  • Protecting the franchise and Clients by displaying the highest standards of integrity and respect for rules & regulations.
Functions & Duties:

Financial (40%)
  • To achieve or over exceed the monthly sales target according to the Citimax goals set.
  • Provide daily pipeline and sales activity report to Sales Manager/Branch Manager.
  • To equip oneself with the Market and Product knowledge by attending IDU and product trainings
  • To be personally effective at building the business, deepening relationships and increasing targeted customer segments through the execution of an effective sales process.
  • To grow customer numbers and revenue/Assets Under Management (AUM) to meet country business goals, particularly Liability accounts, Investment/Insurance, CitiGold and Mortgage.
Clients & Franchise (30%)
  • Expanding on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultants/Insurance Specialist.
  • To solicit sales by identifying cross-sell opportunities among existing customers, as well as relationship deepening.
  • Broaden customer's product base by cross selling IPB, Cards, Personal Loans and Mortgage.
  • Embrace the Power of One values and increase customer Net Promoter Score.
  • Close all eCRM triggers timely and achieve a minimum contact rate of 80%.
  • Actively promote online banking platform to customers and increase the e-statement penetration.
Compliance & Controls (20%)
  • All In-Branch Account Openings are to be opened via STP.
  • Fully comply with applicable legislation related to business operations and sales (e.g. operation standards, regulations, institutional policies & procedures and local regulations).
  • Utilize audit/control process to keep fraud/operation losses at minimum without affecting sales process and maintaining high levels of customer satisfaction.
  • Branch Governance / BCRI rating : Green.
  • Be audit ready at all times and pass all internal & external audits without any major findings.
  • Adherence to Clean Desk Policy.
  • Zero customer complaint and attend to customer requests accurately & efficiency to minimize business and franchise impact.
Education and Experience Requirements:
  • Degree qualification.
  • Certified to cross sell insurance & investments.
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CA) or Persatuan Pasaran Kewangan Malaysian (PPKM) would be additional advantage.
  • Minimum 1 year of Banking or Financial Relationship Management Experience.
  • Strong command in spoken & written English; ability to speak in Mandarin / Cantonese is an added advantage.
Key Competencies:
  • An individual who has high integrity with good and strong values built into the character.
  • A strong team player & have good knowledge of consumer banking products.
  • Have strong relationship management skills.


  • Diploma¬†or Degree and above
  • Preferably with FIMM license, PCE license and IPPC license

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