Rsm Affluent

Retail Bank Sales and Distribution
Retail Bank Sales & Distribution vertical is an agglomeration of various channels responsible for acquiring customers with segment driven relationship model that serves clients across the full spectrum of consumer banking needs. The key channels under this business are Suvidha (Citi

Role Outline/Job Summary
Sales Manager will manage a team of Affluent Client Acquisition Manager who are responsible for acquiring customers across Citigold Private Client and Citigold accounts. Sales Manager will be responsible for owning and driving acquisition strategy to ensure product level goals are achieved.

**Job Description**:
**POSITION TITLE**:
Regional Sales Manager

**Grade/Level**:
C13

**BUSINESS GROUP**:
Retail Bank

**FUNCTION/GROUP**:
Global Consumer Group

**DEPARTMENT**:
Retail Bank - Sales & Distribution

**LOCATION**:
Mumbai

ROLE & RESPONSIBILITIES
Business/ Department

**Objectives**:
Citigold Private Client and Citigold account acquisitions, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account

**Core Responsibilities**:
Scale up Business - Identify opportunities to expand reach and business footprint.
Own the affluent segment in the wealth space by on-boarding Citigold Private Client and Citigold Accounts
Early Engagement and Activation of accounts on Investment, Insurance and Fx
Optimize cross sell opportunity for credit cards, mortgage and business lending
Ensure and drive leads generation through references, micromarketing activities, and other permissible databases.
Understand customer needs, explore and educate customer on financial needs arising at various life stages.
Market Intelligence - Understand the industry trends and keep an eye on competition strategy w.r.t to sourcing, technology and innovations Customer Relationship - Customer focused need based selling Deepening of Wallet - Work on initiatives to improve DII, Investment, Insurance penetration and QCG Cross Sell - Ensuring Cross sell of all Products like Cards, Investments and Mortgage Remarkable Client experience - Providing quick resolution & close looping customer queries

Controls
1. Monthly reiteration of Dos and Don’ts and create a
strong culture of controls and compliance within the team.
2. Keep the team updated on lessons learnt
3. Ensure lowest TAT & FTR for the location
4. Ensure compliance and integrity of the sales process
with respect to right selling, sourcing and documentation.

**People**:
Drive high performance culture amongst the team and create an environment congenial for people to share best practices for the overall growth of the team. Review people performance in a structured / periodical manner and outline a process to review feedback Identify training opportunities and enable trainings to constantly upskill the team. Manage Attrition Discipline in Trainings; Certifications; HR related time lines adherence Ensure adherence to operational risk controls and accuracy of procedures in day to day sales management Identify business risks and engage with all stakeholders in order to correct them and take preventive/corrective action as appropriate.

**Day-to-Day Responsibilities**:
As mentioned above

**Financial/ Budgetary**:
Responsible for the delivery of the assigned plan along with ensuring that all other indicators are within the specified parameters.
Individual Contributor (IC)/Managerial
Managerial position

**Key Deliverables**:
As mentioned above

QUALIFICATIONS

Required
Preferred

**Education**:
Post Graduate /MBA

**Experience**:
10 years

**Certifications**:
As per mandatory requirements

**Skills**:
Strong leadership skills
Strong relationship skills
Collaborative approach
Wealth Management
Superior planning, organizing, strategic thinking capabilities
Digital platform competency
Ability to break complex/abstract goals into small executable parts
Strong communication and presentation skills

**Other**:
Strong Executive Presence

ORGANIZATIONAL RELATIONSHIPS
Reports to

**Direct**:
Regional Sales Manager

**Matrix**:
Supervises

**Direct**:
Affluent Client Acquisition bankers

**Matrix**:
Partnerships

**Internal**:
BMs and RMs, Segments, Marketing, Digital, CI, Ops and SOSH

**External**:
DEVELOPMENT

**Career Progression**:
Citi offers mobility across functions and geographies

COMPENSATION

**Bonus/Incentive Eligible**:

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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.

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