Responsibilities
* support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
* disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
* draw up the training roadmap for the individual relationship manager and ensure successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
* ensure the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
* joint sales drills with relationship managers to facilitate customers buy the right i product.
* build the knowledge level of branch managers.
* be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
* be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
* highlight potential financial, regulatory and credit risk to the franchise.
qualifications
* 2-5 years financial sales experience preferred.
education
* bachelor's/university degree or equivalent experience.
view citi's eeo policy statement and the know your rights poster.
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