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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Emerging Business Specialist

Job Req ID 21330264 Primary Location Mumbai, India Job Category Consumer Sales
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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 client 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’s policies
  • 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:

  • 2-4 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’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 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

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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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.

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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