10 days old

Affluent Client Acquisition - Sales Manager

Citigroup
Mumbai
**Job Description**


**POSITION TITLE:**


_Sales Manager - Affluent Client Acquisition_


**Grade/Level:**


_C12_


**BUSINESS GROUP:**


_Retail Bank_


**FUNCTION/GROUP:**


_Global Consumer Group_


**DEPARTMENT:**


_Retail Bank - Sales & Distribution_


**ROLE & RESPONSIBILITIES**


_Business/ Department_


_Objectives:_


_Citigold Private Client and Citigold account acquisitions, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account_


_Core Responsibilities:_


**_Scale up Business_** _- Identify opportunities to expand reach and business footprint._


+ _Own the affluent segment in the wealth space by on-boarding Citigold Private Client and Citigold Accounts_

+ _Early Engagement and Activation of accounts on Investment , Insurance and Fx_

+ _Optimize cross sell opportunity for credit cards , mortgage and business lending_

+ _Ensure and drive leads generation through references, micromarketing activities, and other permissible databases._

+ _Understand customer needs, explore and educate customer on financial needs arising at various life stages._


**_Market Intelligence_** _- Understand the industry trends and keep an eye on competition strategy w.r.t to sourcing, technology and innovations_ **_Customer Relationship_** _- Customer focused need based selling_ **_Deepening of Wallet_** _- Work on initiatives to improve DII, Investment, Insurance penetration and QCG_ **_Cross Sell_** _- Ensuring Cross sell of all Products like Cards, Investments and Mortgage_ **_Remarkable Client experience_** _- Providing quick resolution & close looping customer queries_


**Controls**


_1. Monthly reiteration of Dos and Donts and create a_


_strong culture of controls and compliance within the team._


_2. Keep the team updated on lessons learnt_


_3. Ensure lowest TAT & FTR for the location_


_4. Ensure compliance and integrity of the sales process_


_with respect to right selling, sourcing and documentation._


**People :**


_Drive high performance culture amongst the team and create an environment congenial for people to share best practices for the overall growth of the team._ _Review people performance in a structured / periodical manner and outline a process to review feedback_ _Identify training opportunities and enable trainings to constantly upskill the team._ _Manage Attrition_ _Discipline in Trainings; Certifications; HR related time lines adherence_ _Ensure adherence to operational risk controls and accuracy of procedures in day to day sales management_ _Identify business risks and engage with all stakeholders in order to correct them and take preventive/corrective action as appropriate._


**QUALIFICATIONS**


Required


Preferred


_Education:_


Post Graduate /MBA


_Experience:_


8 years


_Certifications:_


As per mandatory requirements


_Skills:_


+ _Strong leadership skills_

+ _Strong relationship skills_

+ _Collaborative approach_

+ _Wealth Management_

+ _Superior planning, organizing, strategic thinking capabilities_

+ _Digital platform competency_

+ _Ability to break complex/abstract goals into small executable parts_

+ _Strong communication and presentation skills_


_Other:_


_Strong Executive Presence_


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**Job Family Group:**


Consumer Sales

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**Job Family:**


Field Sales

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**Time Type:**


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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) 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 **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Posted: 2022-05-13 Expires: 2022-06-12

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Affluent Client Acquisition - Sales Manager

Citigroup
Mumbai

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