Citibank - Regional Sales Manager

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.

LOCATION: Mumbai

ROLE & RESPONSIBILITIES

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 abov

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