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Relationship Manager NR India Sales Team

Job Req ID 21295339 Primary Location Mumbai, India Job Category Commercial and Business Sales
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About (Name of Business Group)

NRI India Business

Role Outline/Job Summary

  • To acquire NRI customers with a focus on sourcing profitable accounts through well-defined engagement process leading to significant balance built-up.
  • Acquisition focus based on client need rather than offer based.
  • To drive and track quality of portfolio in terms of balance, NRV build up, Digital penetration and revenues.
  • To identify investment related opportunities for pammed clients and cross-sell existing products.

Job Description

POSITION TITLE:

Relationship Manager – Remote Sales Channel

Grade/Level:

C09

BUSINESS GROUP:

India Leveraging (NRI Business)

FUNCTION/GROUP:

Global Consumer Group

DEPARTMENT:

Remote Sales

LOCATION:

Mumbai

ROLE & RESPONSIBILITIES

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:

 No                                  Yes, 10% of the Time       Yes, 25% of the Time 

Yes, 50% of the Time  Yes, 75% of the Time       Yes, 100% of the Time

Relocation:

No

Other:

Will be working on Shifts.

QUALIFICATIONS

Education:

Graduate from a recognized University

Experience:

1 year sales experience

Certifications:

NIL

Skills:

  • 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.

ORGANIZATIONAL RELATIONSHIPS

Reports to

Direct:

Sales Supervisor

Matrix:

Supervises

Direct:

-

Matrix:

Partnerships

Internal:

Operations

External:

DEVELOPMENT

Career Progression:

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

COMPENSATION

Bonus/Incentive Eligible:

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Sales Support

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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.

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View the EEO Policy Statement.

View the Pay Transparency Posting

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