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Career Opportunity

Relationship Manager - NR India Remote Sales Team

Locations: Mumbai, Maharashtra Job Function: Institutional Sales Employee Status: Regular Job ID: 19135913

Business/ Department Objectives:

  • Sourcing of quality NRI accounts leading to a healthy portfolio.
  • Relationship Management for Affluent segment customers
  • Driving balance built-up through consistent engagement.
  • Enable 100% customers onto Citi online digital channels: Automated Clearing House, Citi Global Transfers, Faster Payment Services.
  • Refer/source investment and insurance products basis client requirements.

Core Responsibilities:

  • To acquire NRI accounts with a minimum ICV of INR 200,000 and drive balance build up thereafter.
  • Acquire NRI customers remotely through voice/chat interactions for leads received.
  • Manage set of pammed customers for all financial and non-financial requirements.
  • Achieve FX throughput targets.
  • Consistency in delivering sales target both in terms of volume and value.
  • Focus on early and consistent engagement with customers thereby leading to higher remittances and balance build up.
  • To be updated with Citi and competitor product offerings.
  • Driving remarkable customer experience leading to balance built-up.
  • Focus on minimal errors pertaining to client application form/documents thereby reducing TAT for account opening.

Day-to-Day Responsibilities:

  • Adherence to predefined sales process.
  • Adherence to all regulatory & compliance guidelines.
  • Ensure timely completion of CDD/Overlay/APF & AIR reviews.
  • Adherence to OWS policy.

Financial/ Budgetary:

  • Acquire 480 RCAs per annum with average ICV of INR 200,000/account.
  • Meet the SOP goals on FX
  • Grow RCA balance sheet by 15%
  • Grow Acquisition by 20%; NTB contribution at 70% and CG/CP at 40%

Individual Contributor (IC)/Managerial  : Individual Contributor

Key Deliverables:

  • Consistency in delivering sales targets.
  • Driving portfolio quality through early client engagement leading to higher remittances and balance build up.
  • NPS > 35% and quarterly average NPS score of 8 and above.
  • Digital channel penetration of 80% and above.

Percentage of Travel:Yes, 10% of the time


Other: Night Shift


Education:Graduate from a recognized University.

Experience:1 year sales experience

Certifications: Nil


  • Fluent in English
  • Good communication skills
  • Passion towards Sales
  • Team player with a positive attitude
  • Good telephone etiquette & soft skills
  • Customer centric attitude

Other: Knowledge about Banking Industry will be an added advantage.

Reports to : Sales Supervisor

Career Progression : To move to a Sales Supervisor role, in a Team Leader position

Bonus/Incentive Eligible: SIP


Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - IN


Time Type :Full time


Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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