公司規(guī)模：1000-9999人

公司性質(zhì)：外商獨(dú)資

公司行業(yè)：銀行

工作經(jīng)驗(yàn)：3年以上

工作性質(zhì)：全職

最低學(xué)歷：本科

管理經(jīng)驗(yàn)：不要求

職位月薪：面議

招聘人數(shù)：若干

工作地點(diǎn)：杭州

職位類(lèi)別：投資/理財(cái)服務(wù)

發(fā)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(hù)關(guān)系經(jīng)理和理財(cái)顧問(wèn)的配合下，積極發(fā)掘客戶(hù)保險(xiǎn)需求和銷(xiāo)售保障類(lèi)保險(xiǎn)產(chǎn)品

·維護(hù)和發(fā)展良好的客維護(hù)和發(fā)展良好的客戶(hù)關(guān)系, 持續(xù)為客戶(hù)提供高品質(zhì)的財(cái)務(wù)安全規(guī)劃和服務(wù)

·具備產(chǎn)品包裝和設(shè)計(jì)財(cái)富管理計(jì)劃的能力

·為客戶(hù)提供良好的售后服務(wù)

·嚴(yán)格遵守各項(xiàng)銷(xiāo)售管理和內(nèi)控規(guī)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(chéng)信正直

·具有良好的溝通和銷(xiāo)售能力，具有服務(wù)熱誠(chéng)，強(qiáng)烈企圖心，勇于挑戰(zhàn)高業(yè)績(jī)

·熟悉國(guó)內(nèi)保險(xiǎn)法規(guī)、產(chǎn)品

·了解金融知識(shí)和經(jīng)濟(jì)運(yùn)作

·具有1年以上壽險(xiǎn)公司銀行保險(xiǎn)或團(tuán)險(xiǎn)銷(xiāo)售或其他金融領(lǐng)域銷(xiāo)售的工作經(jīng)驗(yàn)尤佳

財(cái)務(wù)安全規(guī)劃師隸屬于花旗銀行總行的銀行保險(xiǎn)部，主要工作職責(zé)是負(fù)責(zé)各支行現(xiàn)有客戶(hù)的財(cái)務(wù)安全，退休養(yǎng)老以及子女教育的需求分析和資產(chǎn)的整體配置建議與銷(xiāo)售，在保險(xiǎn)理賠，高端客戶(hù)營(yíng)銷(xiāo)，財(cái)富家族管理方面等方面為客戶(hù)提供專(zhuān)業(yè)的建議和服務(wù)；同時(shí)協(xié)助組織支行的培訓(xùn)，市場(chǎng)活動(dòng)等,凡具備保險(xiǎn)公司保險(xiǎn)代理人銷(xiāo)售經(jīng)驗(yàn)或者保險(xiǎn)公司銀保渠道負(fù)責(zé)人及培訓(xùn)工作經(jīng)驗(yàn)的將優(yōu)先考慮。

財(cái)務(wù)安全規(guī)劃師薪酬考核制度明細(xì)具有很強(qiáng)的市場(chǎng)競(jìng)爭(zhēng)力，同時(shí)具備資深財(cái)務(wù)安全規(guī)劃師和高級(jí)財(cái)務(wù)安全規(guī)劃師及區(qū)域銷(xiāo)售經(jīng)理等職業(yè)發(fā)展前景?！?/P>

誠(chéng)招對(duì)保險(xiǎn)認(rèn)可且擅長(zhǎng)團(tuán)隊(duì)合作，具備很強(qiáng)自我驅(qū)動(dòng)力和工作熱情的有志之士加盟！ .

公司地址：上海市浦東新區(qū)花園石橋路33號(hào)花旗大廈28-35層

公司規(guī)模：1000-9999人 | 公司性質(zhì)：外商獨(dú)資 | 公司行業(yè)：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(guān)于花旗中國(guó)

花旗在中國(guó)的歷史可追溯至一九零二年五月?；ㄆ焓侵袊?guó)領(lǐng)先的外資銀行，為客戶(hù)提供廣泛的金融產(chǎn)品。2007年4月2日，作為首批成功轉(zhuǎn)制本地法人銀行的外資銀行，花旗銀行（中國(guó)）有限公司正式成立；2007年4月23日，花旗銀行（中國(guó)）有限公司成為首批正式對(duì)中國(guó)境內(nèi)公民開(kāi)展人民幣業(yè)務(wù)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(zhǎng)沙、貴陽(yáng)和無(wú)錫設(shè)有分支行,開(kāi)展企業(yè)銀行業(yè)務(wù)和零售銀行業(yè)務(wù)。花旗在全球100多個(gè)國(guó)家開(kāi)展業(yè)務(wù)，是中國(guó)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:

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