Over the last three years, I have been a senior Citigold Executive at Citibank. This is a high-pressure and demanding role which requires competencies in various areas. Such as decision making and judgement, drive and determination, planning and organising, building relationships and influencing, client focus and commercial awareness and ect. Also, this position allowed me to deepen my client relationship and sales skills for maximum financial impact on clients’ portfolio and as the result on overall earnings. I have increased my knowledge of both the products and the sales processes involved in cross-border financial services sales.Key responsibilities include:Sourcing new businesses and attracting new VIP clients through own initiative.Increasing clients list and managing their portfolio.Scheduling and maintaining meetings, organising presentation of financial products and services.Building and maintaining relationships with existing clients, including services and clients’ cross sales within their personal financial plans.Organising and carrying out clients’ meetings.Being proactive in identification of clients’ financial needs, negotiating and influencing their decisions, being persuasive.Implementing financial planning (PFP).Giving consultations on various financial products and services in Russia and other International markets. Such as investments in Bonds, Stocks, Structured Notes, GWM, Mutual Funds. Also including Life Insurance programs and other banking services.Building up and analysing the investment portfolio, effectively managing clients’ funds, continuously monitoring the compliance of client needs and their investments.

The employment with investment Brokercreditservice Company as a financial adviser was challenging experience. With this role I undertook a wide variety of tasks and functions, each requiring consistent client care and attention to detail.Key responsibilities included:Attracting and expanding clients list by searching various databases relaying on personal initiative.Singing contracts and completing transactions.Providing complete support for clients at all levels.Organization and carrying out meetings;Being proactive in identification of clients’ financial needs, negotiating and influencing their decisions, being persuasive.Implementing financial planning (PFP).Giving consultations on various financial products and services in Russia and other International markets. Such as trust management, mutual funds, structural products, bank service, Forex, insurance (NSZh), services of training centre.Building up and analysing the investment portfolio, effectively managing clients’ funds, continuously monitoring the compliance of client needs and their investments;-support and forming of the confidential relations, including service and cross-sales to clients within their personal financial plans.

The employment with Societe Generale (ROSBANK) as a senior manager gave me the opportunity to dramatically improve my negotiating, communication and networking skills in the line with understanding importance of building good relationships with clients and colleagues.Key responsibilities included:Managing car loans department.Attracting and expanding clients list (more, by independent search of contacts) partner companies (auto showrooms);Negotiating with companies’ top executives, signing contracts aiming to increase lending.Developing clients rewards schemes for loyalty and dedication to our bank.Organizing our lending facilities in auto showrooms.Employing and training staff to work in these facilities.Monitoring their results and its profitability.

Managing payroll department.Finding and attracting large corporate clients.Expanding customers database (personal initiative and search), RKO, loans, advising on all kinds of products and conditions of cooperation;Negotiations with CEOs, signing contracts, providing support throughout the duration of the whole process.Searching various databases, selecting and contacting potential clients.Carrying out roadshows at partners’ enterprises (60 % of working time);Organizing consulting points;Monitoring of competitors, drawing up daily reports, advising on improving the efficiency of sales.Monitoring business plans implementation (managing companies credit.