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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


Relationship Manager – Remote Sales Channel




India Leveraging (NRI Business)


Global Consumer Group


Remote Sales




Business/ Department


  • 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




Will be working on Shifts.



Graduate from a recognized University


1 year sales experience




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


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:


Job Family Group:

Commercial and Business Sales


Job Family:

Commercial Sales Support


Time Type:


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