Affluent Client Acquisition Manager

About Citi Bank

Citigroup safeguards the wealth, provides loans, makes invoices, and assesses the resources in place of its consumers. It helps in making connections among individuals around the globe. Citi supports 90% of Fortune 500 Companies in their routine tasks of recruitment, progress, and accomplishments.

Your role

The Field Sales Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities:

• Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
• Acquire new clients through tele-caller-supported outbound calling and micro-marketing activities
• Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
• Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
• Analyze client interests, problems, and the potential needs for new products and services
• Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
• Receive training and assistance for team members including sales executives and tele-callers
• Organize marketing activities to get new sources of lead generation and new business
• Conduct first-level risk analysis to understand fitment with Citi’s policies
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics.
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Training, development & rotations

Working at Citi is far more than just a job. A career with them means joining a family of more than 220,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

At Citi, you will work alongside some of the brightest minds in the industry who are excited to share their knowledge and to learn from you. From analysts to executives, people operate as one team where each voice is heard and each perspective is appreciated.

You will have an opportunity to work with colleagues from unique backgrounds and experiences on projects and solutions that are equally diverse. They believe that diversity makes them stronger, and they actively work to ensure that their team is inclusive and representative of the amazing people they serve.

Salary & benefits

The annual salary for this role will range from INR 8.0 to 9.0 LPA (Source: AmbitionBox). Some of the core benefits offered by Citibank to all its employees include;

• Medical, dental, and vision coverage
• Retirement plans
• Life, accident, income protection, and disability insurance.
• Wellness programs
• Non-core benefits and allowances vary by region and country and may include meal and housing stipends, education assistance, childcare resources, and transportation programs.

To know more details about benefits click here

Career progression

Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. They have a variety of programs that help employees balance their work and life, including generous paid time off packages.

Citi encourages the freshers to join and polish their abilities. They provide training during the job through experienced individuals working at the global bank. They focus on providing opportunities in different regions to bring diversity.

Work-life balance

It has a good work environment and flexible working hours. Citi is very flexible about the time and place of work for employees. They provide work-from-home options depending on the needs of the role.

Culture & vibe

Citi is committed to a diverse and inclusive workforce that represents the places where they operate and the clients they serve. Citi believes in a workplace where everyone feels comfortable coming to work as their whole self every day. Their culture of belonging and inclusivity makes Citi a place where everyone can thrive and advance their careers.

Citi values the unique backgrounds, identities, and experiences its employees bring to work every day. Citi is truly committed to fostering a culture of inclusion where they champion success, regardless of race, ethnicity, or any other factor of diversity.

About You

To apply for this role, you must have the following eligibility criteria as stated below:

Qualifications:

• 0-2 years of relevant experience
• Experience in the financial sector and sales preferred
• Working knowledge of related financial regulations and mortgage transaction structure
• General understanding of regulatory compliance, guidelines and regulations
• Consistently demonstrates clear and concise written and verbal communication
• Effective problem-solving and negotiation skills

Education:

• Bachelor’s/University degree or equivalent experience

How to apply

To apply for this role, click on the "Apply on employer site" button, which navigates to the career section where the application can be submitted easily.

Recruitment depends upon the diversification of the people, which can bring diversity in ideas. Citi digitally tests people through which identification of the right candidate takes place. The team members also give pieces of advice to the candidates selected for the interview, encouraging them to make their best efforts.