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Investment Specialist

Job Req ID 22554522 Location(s) Gurgaon, India Job Category Consumer Sales
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The Investment Specialist Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.


  • Responsible for growing portfolio and establish a good relationship with customers and branch/hub; achieving target revenue for hub and personal target.
  • Deliver the annual plan for products through the branch banking sales community.
  • Support the sales team to sell products to the existing base through portfolio. analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
  • Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
  • Draw up the training roadmap for the individual relationship managers and ensure successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
  • Ensuring the customer engagement by organizing meets and speaking about insurance offering to build awareness in those meets.
  • Joint sales drills with relationship managers to facilitate customers buy the right insurance product.
  • Build the knowledge level of Branch Managers.
  • Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
  • Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
  • Highlight potential financial, regulatory and credit risk to the franchise.
  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

  • Qualifications:
    • 5-8 years previous financial sales experience required
    • Able to work in a team and maintains good relationship with customers and branch/hub.

    • Bachelor’s/University degree or equivalent experience

On March 30, 2022 , Citi reached an agreement with Axis Bank for the sale of Citi’s consumer businesses in India. The transaction is expected to close in the first half of 2023. As this particular role operates within the scope of Citi’s consumer businesses, the candidate will be initially required to apply to this requisition and thereafter if selected will have to apply on Axis portal (link will be shared to successful candidates). Once the candidate applies on Axis portal, the requisition will thereafter be processed by Axis Bank. By applying to this requisition, you agree and provide your consent to us to share all your information including your personal and sensitive data with Axis Bank. You further agree that once you have applied on Axis portal, you will be offered employment with Axis, and you shall not raise any claim of employment with Citi for the reason of initially having applied to Citi requisition.”


Job Family Group:

Consumer Sales


Job Family:

Consumer Product Sales


Time Type:

Full time


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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.

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