The Field Sales Officer is responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location
Job Summary
The Field Sales Officer is responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location.
Responsibilities include tracking data, acquiring new clients through outbound calling and micromarketing, engaging with support teams, and conducting client and vendor meetings.
The role requires assessing client needs, analyzing interests and problems, and conducting first-level risk analysis to ensure fitment with Citi’s policies.
Matching Summary
The Field Sales Officer is responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location.
Skills & Requirements
Must-have
Financial product knowledge
Client relationship building
Sales target achievement
Outbound calling
Micromarketing activities
First level risk analysis
Nice-to-have
Effective problem-solving
Negotiation skills
Attention to detail
Commercial focus
Tolerance for frustration
Key Requirements
0-2 years of relevant experience
Experience in financial sector and sales preferred