Job Description

Responsibilities 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 to bank (NTB) HNI clients through cold calling, own networks, 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 PERCENT 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 Citis policies
Fulfilling the clients 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:
4-5 Years experience preferably in the financial services industry
Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
Other Industry relevant sales experience such as luxury sales, hospitality, real estate / Assets experience can be considered
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:
MBA, Bachelors degree/University degree or equivalent experience
Education: MBA/ PGDMr r r r r r r Any Graduate
Industry: Banking

Skills Required