-To deliver on the agreed Sales objectives for the client portfolio and to uphold best in class client management and service levels to the existing client base.
-Obtain full background knowledge on the clients and ensure client-adoptions in line with the current KYC policy before on-boarding.
-Work with the respective Sales Lead to execute the strategy to acquire new clients/ business.
-Assume responsibility for the content and presentation quality of relevant client proposals, responses to RFPs and RFIs, and client communications.
-Uphold relevant legal, regulatory and Bank policy requirements for all Sales activities
-Obtain pricing or product offering approval from the Regional / Country Head and Market Management for any conditions below “standard” based on proper justification. Monitor revenue trends via various reporting tools like Salesforce and so on- and execute business growth plans with existing and selective new clients.
-Fulfill supervisory responsibilities under the DB Group and US Supervision policies and the Written Supervisory Procedures.
-Ensure timely completion of Mandatory Trainings and compliance with all risk- (non-financial and financial) related obligations (non-financial risk, financial risk, timely completion of KYC Client Periodic Review to reflect up-to-date and accurate information).
-Being a senior member of the team, need to have good communication skills with the Customer Service Team to deliver services to institutional (bank) clients.
The Relationship Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses’ core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. ・Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution ・Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s Helps clients to access the bank’s global network, locating local coverage and product support across the globe ・Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed ・Coordinates credit requests and approvals from the bank’s global network ・Engages with product partners and the bank’s global network to identify revenue opportunities and to position certain products with clients ・Ensures periodic support discussions are held with clients and are correctly documented ・Maintaines correct client legal and marketing hierarchies ・Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents ・Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews ・Assists in implementation of cash transactions for Banker ・Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.