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Emerging Business Specialist

Job Req ID 21333962 Primary Location Mumbai, India Job Category Consumer Sales
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The Field Sales Intmd 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.


  • Develop and implement sales plans to achieve all monthly and annual new asset referral targets
  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
  • Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
  • including legal, corporate, and regulatory
  • Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
  • Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
  • Resolve client complaints and issues promptly and efficiently
  • 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.


  • 2-5 years of relevant experience
  • Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
  • Previous sales experience preferred
  • Ability to communicate with all levels of management
  • Extensive knowledge of financial and securities industry regulations
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Effective problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication


  • Bachelor’s 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.

Key Responsibilities:

Keep track of the developments in the startup and MNC subsidiaries ecosystem through various channels Self Source Startup & MNC subsidiaries that are new to the bank while also supporting acquisition team in lead sourcing Build a strong influencer and ecosystem partner network that would help drive referrals for the bank Analyze the existing book for Start-ups & MNC sub companies and identify drivers which can help increase engagement with Citi through the RMs & CBC. Understand the various products that can be of use to the Start-up & MNC sub clients and use this to strategize how to increase share of wallet post acquisition. Own the responsibility of being the SPOC for a region for the Start-up & MNC sub Initiative - interacting with CitiBusiness Product Team, Global Account opening, disseminating new products/features to sales and branch teams across the region Drive and champion initatives in order to boost funnels and build sustainable businesses - Influencers, Quarterly events, addressing Trade Commissions, incubators and Industry group Forums


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”) 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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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