公司規模:1000-9999人
公司性質:外商獨資
公司行業:銀行
工作經驗:3年以上
工作性質:全職
最低學歷:本科
管理經驗:不要求
職位月薪:面議
招聘人數:若干
工作地點:杭州
職位類別:投資/理財服務
發布日期:2014-01-21
職位描述 PRIMARY ROLES & 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 deliveringHighest level of service
·To be ableTo package products into wealth management plan
·Provide good after-sales serviceTo customers
·To strictly abide by the requirements of compliance & internal control on sales activities
·在客戶關系經理和理財顧問的配合下,積極發掘客戶保險需求和銷售保障類保險產品
·維護和發展良好的客維護和發展良好的客戶關系, 持續為客戶提供高品質的財務安全規劃和服務
·具備產品包裝和設計財富管理計劃的能力
·為客戶提供良好的售后服務
·嚴格遵守各項銷售管理和內控規定
REQUIREMENTS (EDUCATION/EXPERIENCE/SKILLS)
·High Integrity
·Candidate should exihibit good communication, excellent sales skills, have excellent service and working attitude andHighly 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
·高度誠信正直
·具有良好的溝通和銷售能力,具有服務熱誠,強烈企圖心,勇于挑戰高業績
·熟悉國內保險法規、產品
·了解金融知識和經濟運作
·具有1年以上壽險公司銀行保險或團險銷售或其他金融領域銷售的工作經驗尤佳
財務安全規劃師隸屬于花旗銀行總行的銀行保險部,主要工作職責是負責各支行現有客戶的財務安全,退休養老以及子女教育的需求分析和資產的整體配置建議與銷售,在保險理賠,高端客戶營銷,財富家族管理方面等方面為客戶提供專業的建議和服務;同時協助組織支行的培訓,市場活動等,凡具備保險公司保險代理人銷售經驗或者保險公司銀保渠道負責人及培訓工作經驗的將優先考慮。
財務安全規劃師薪酬考核制度明細具有很強的市場競爭力,同時具備資深財務安全規劃師和高級財務安全規劃師及區域銷售經理等職業發展前景?!?/P>
誠招對保險認可且擅長團隊合作,具備很強自我驅動力和工作熱情的有志之士加盟! .
公司地址:上海市浦東新區花園石橋路33號花旗大廈28-35層
公司規模:1000-9999人 | 公司性質:外商獨資 | 公司行業:銀行 .
About Citi China
Citi first established an office in China in May 1902, in Shanghai.Today Citi is the leading foreign bank in China, offering a broad product range. On 2nd April, 2007, Citibank (China) Co., Ltd. was officially launched as one of the first foreign banks locally incorporated in China. On 23rd April, 2007, Citibank (China) Co., Ltd. became one of the first foreign banksTo offer RMB servicesTo Chinese residents.
Citi currently has branches and sub-branches in Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Chengdu, Hangzhou and Dalian, operating and offering corporate banking business as well as consumer banking business. With operations in more than 100 countries around the world, Citi is one of the most global foreign banks in China.
關于花旗中國
花旗在中國的歷史可追溯至一九零二年五月。花旗是中國領先的外資銀行,為客戶提供廣泛的金融產品。2007年4月2日,作為首批成功轉制本地法人銀行的外資銀行,花旗銀行(中國)有限公司正式成立;2007年4月23日,花旗銀行(中國)有限公司成為首批正式對中國境內公民開展人民幣業務的外資銀行之一。
目前,花旗分別在北京、上海、廣州、深圳、天津、大連、成都、杭州、南京、長沙、貴陽和無錫設有分支行,開展企業銀行業務和零售銀行業務?;ㄆ煸谌?00多個國家開展業務,是中國最具全球性的外資銀行之一。
Our business is expanding rapidly and we are looking forHighly qualified, ambitious individuals wishingTo progressTo theHighest levels of their personal career development in Citibank.
We provide challenging and rewarding career opportunities with the vacancy:
應聘請登錄:http://special.zhaopin.com/bj/2011/hq031438/job.html
更多信息請查看浙江省銀行招聘考試網