Affluent Client Acquisition
Published date: 2026/11/07
- Location: Pune, Maharashtra, India
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, sexual 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, sexual 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 .
0 page views
Related listings
-
Collection Manager-Micro FinanceBankThe role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is responsible ...2026/11/07
-
Banking Technology SpecialistBankWe are looking for a Technical lead with minimum 8 years of experience in IT and responsible for designing & building Java, Spring applications and any one of the integration tools like Mulesoft, Spring Integration. Your primary responsibility wi...2026/11/07
-
TDMBankOverall management control and delivery of business and IT. This role would require complete understanding the functional requirements of the banking domain use cases, excellent understanding of API platform, appropriately identifying the different c...2026/11/07