Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
Cultivate partnerships with segment partners to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.
Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
Translate for sales managers and customers in French and Chinese, ensure sales conduct and contact with customers smoothly, and provide feedbacks to sales manager
Introduce new products to the market leaders and handle complex customer relationship with top customers
