Affluent Acquisition Manager

Year    New Delhi, India

Job Description


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 micromarketing 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 potential need 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\xe2\x80\x99s policies
  • Fulfilling the clients\xe2\x80\x99 necessities while providing an exceptional client experience is the expected behavior 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
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\xe2\x80\x99s degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

On March 30, 2022 , Citi reached an agreement with Axis Bank for the sale of Citi\xe2\x80\x99s consumer businesses in India. The transaction comprises the sale of the consumer banking businesses of Citibank India, which includes credit cards, retail banking, wealth management and consumer loans. The transaction also includes the sale of the consumer business of Citi\xe2\x80\x99s non-banking financial company, Citicorp Finance (India) Limited, comprising the asset-backed financing business, which includes commercial vehicle and construction equipment loans, as well as the personal loans portfolio. It excludes Citi\xe2\x80\x99s institutional client businesses in India. Citi remains committed and focused on serving institutional clients in India and globally. The transaction is expected to close in the first half of 2023 subject to requisite regulatory approvals. As this particular role operates within the scope of Citi\xe2\x80\x99s consumer businesses, the successful candidate will initially be employed by Citi, but on sale completion, her/his employment will transfer to Axis Bank.



Job Family Group: Consumer Sales



Job Family: Field Sales



Time Type: Full time



Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi\xe2\x80\x9d) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .

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Job Detail

  • Job Id
    JD3002354
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    New Delhi, India
  • Education
    Not mentioned
  • Experience
    Year