Field Sales Officer

Role Outline/Job Summary
The Field Sales Officer is an entry-level position responsible for 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 basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs. The Wealth Counselor for a SKY Branch location should own the Customer Relationship Management for all mapped customer and will own the goals of sourcing multiple products for the bank in that particular location. The person designate will be tasked with sales of Investment Products - Mutual Funds, PMS, MLD, etc.; Insurance Products; Forex; AUM Growth and other cross sell products like Savings accounts, Credit Cards. In addition to acquisition, the incumbent is tasked with various deliverables around compliance, controls, AML and delivering on the key goals of Consumer bank and Sales & Distribution.

**POSITION TITLE**:
Field Sales Officer

**Grade/Level**:
C10

**BUSINESS GROUP**:
Sales & Distribution

**FUNCTION/GROUP**:
Global Consumer Group

**DEPARTMENT**:
SKY Branch

**LOCATION**:
Pune

Business/ Department

**Objectives**:
**Core Responsibilities**:
Delivering Revenue plan on Investments; Insurance and FX Products Responsible for selling the entire bouquet of Citibank recommended products to customer after assessing customer segment & sourcing strategy Responsible for AUM and NNM growth as per plan Responsible for achieving Qualified Client Growth as per Plan. Responsible for Referrals for CP and CG NTB acquisition Customer Relationship Deepening; maximize penetration across products, Customer focused need based selling Daily Client Engagement meetings and Portfolio Reviews Maintain highest levels of customer service to achieve best in class NPS score. Ensuring adherence to Compliance guidelines / Audit Ensuring adherence to all Compliance guidelines and MCA requirements Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation. Discipline in Trainings; Certifications; HR related time lines adherence Ensure adherence and accuracy of procedures in day to day sales

**Day-to-Day Responsibilities**:
As Noted 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
Individual Contributor

**Key Deliverables**:
AS mentioned above

**Percentage of Travel**:
100% within City of location

Required
Preferred

**Education**:
Graduate/MBA
Graduate/MBA

**Experience**:
2-10 Years of progressive Sales experience across diverse product sets & exposure to various processes related to the Sales Process**Certifications**:
As per mandatory requirements**Skills**:
NA

**Other**:
NA

**Relocation**:
NA

**Other**:
NA

Reports to

**Direct**:
SKY Sales Head

**Matrix**:
RIS, RIC, FX Specialist
Supervises

**Direct**:
**Matrix**:
Partnerships

**Internal**:
All Product and Segment Groups

**External**:

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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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