The Field Sales Officer is an intermediate position responsible for providing customer service assistance and 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 a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
Acquire new client through tele-caller supported outbound calling and micromarketing activities
Regularly engage with any of the following support teams : service team, product team, credit administration team, credit policy team, acquisition teams and senior managers / team leaders
Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
Analyze client interests, problems, and potential need for new products and services
Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
Receive training and assistance for team members including sales executives and tele-callers
Organize marketing activities to get new sources of lead generation and new business
Conduct first level risk analysis to understand fitment with Citi’s policies
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
0-2 years of relevant experience
Experience in the financial sector and sales preferred
Working knowledge of related financial regulations and mortgage transaction structure
General understanding of regulatory compliance, guidelines and regulations
Consistently demonstrates clear and concise written and verbal communication
Effective problem-solving and negotiation skills
Bachelor’s degree / University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group : Consumer Sales
Job Family : Field Sales
Time Type : Full time