深圳 [切换城市] 深圳招聘深圳银行招聘深圳高级客户经理/客户经理招聘

Financial Planning Consultant 财务安全规划师

花旗银行(中国)有限公司深圳分行

  • 公司规模:500-1000人
  • 公司性质:外资(欧美)
  • 公司行业:银行

职位信息

  • 发布日期:2013-09-17
  • 工作地点:深圳
  • 招聘人数:若干
  • 工作经验:一年以上
  • 职位类别:高级客户经理/客户经理  

职位描述

RESPONSIBILITIES

· To Identify the basic needs of customers and sell protection insurance products upon CRM & PB’s referral in Branches

· To maintain and manage good relationship with customers and ensure customers have a consistent, superior Citibanking experience through delivering highest level of service

· To be able to package products into wealth management plan

· Provide good after-sales service to customers

· To strictly abide by the requirements of compliance & internal control on sales activities

· 在客户关系经理和理财顾问的配合下,积极发掘客户保险需求和销售保障类保险产品

· 维护和发展良好的客户关系, 持续为客户提供高品质的财务安全规划和服务

· 具备产品包装和设计财富管理计划的能力

· 为客户提供良好的售后服务

· 严格遵守各项销售管理和内控规定

KEY REQUIREMENTS

· High Integrity

· Candidate should exhibit good communication, excellent sales skills, have excellent service and working attitude and highly self-driven

· Sound knowledge of insurance laws and insurance products

· Good Knowledge of financial market and financial products

· Work experience: with minimum 1 years’ sales experience in bancassurance or group channels in life insurance or related sales in other lines

· 高度诚信正直

· 具有良好的沟通和销售能力,具有服务热诚,强烈企图心,勇于挑战高业绩

· 熟悉国内保险法规、产品

· 了解金融知识和经济运作

· 具有1年以上寿险公司银行保险或团险销售或其他金融领域销售的工作经验尤佳

公司介绍

About Citi China

Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi’s locally incorporated entity is known as Citibank (China) Co., Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China with footprint in thirteen cities across China (Beijing, Changsha, Chengdu, Chongqing, Dalian, Guangzhou, Guiyang, Hangzhou, Nanjing, Shanghai, Shenzhen, Tianjin, Wuxi). Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions, Citi is the most global of all international banks in China.

关于花旗中国

花旗在中国的历史可追溯至一九零二年五月。花旗是中国领先的外资银行,为客户提供广泛的金融产品。2007年4月2日,作为首批成功转制本地法人银行的外资银行,花旗银行(中国)有限公司正式成立;2007年4月23日,花旗银行(中国)有限公司成为首批正式对中国境内公民开展人民币业务的外资银行之一。

目前,花旗分别在北京、上海、广州、深圳、天津、成都、重庆、杭州、南京、贵阳、无锡、长沙和大连设有分支行,开展企业银行业务和零售银行业务。花旗在全球100多个国家和地区开展业务,是中国最具全球性的外资银行。

联系方式

  • 公司地址:地址:span深圳市深南东路5045号深业中心25楼