Job Description
Affluent Client Acquisition Manager
Grade / Level : BUSINESS GROUP :
BUSINESS GROUP : Retail Bank
FUNCTION / GROUP :
Global Consumer Group
DEPARTMENT :
Retail Bank - Sales & Distribution
ROLE & RESPONSIBILITIES
- Deliver consistent and best-in-class customer service
- Ensure updation of complete KYC details for the originated accounts
Preferred
- 4-5 Years' experience preferably in the financial services industry
- Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
- Other Industry relevant sales experience such as real estate / Assets experience can be considered
- Tertiary degree or equivalent
Citi mandatory certifications , AMFI and IRDA
- Excellent communication skills - verbal and written
- Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects
- Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.
- High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills.
- Ability to nurture and build strong relationships with customers
Job Family Group : Consumer Sales
Job Family : Field Sales
Time Type : Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, ****** 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 .
Grade / Level : BUSINESS GROUP :
BUSINESS GROUP : Retail Bank
FUNCTION / GROUP :
Global Consumer Group
DEPARTMENT :
Retail Bank - Sales & Distribution
ROLE & RESPONSIBILITIES
- Deliver consistent and best-in-class customer service
- Ensure updation of complete KYC details for the originated accounts
Preferred
- 4-5 Years' experience preferably in the financial services industry
- Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
- Other Industry relevant sales experience such as real estate / Assets experience can be considered
- Tertiary degree or equivalent
Citi mandatory certifications , AMFI and IRDA
- Excellent communication skills - verbal and written
- Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects
- Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.
- High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills.
- Ability to nurture and build strong relationships with customers
Job Family Group : Consumer Sales
Job Family : Field Sales
Time Type : Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, ****** 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 .
💡 Quick Summary
Seeking a career-building opportunity? The Affluent Client Acquisition position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
