Client Onboarding Manager
3 weeks ago
Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citi’s Treasury and Trade Solutions (TTS) and Securities Services (SS) businesses provide global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions.
We’re currently looking for a high caliber professional to join our team as Assistant Vice President, TTS Trade Client Onboarding manager (Open) - Hybrid (Internal Job Title: TTS Trade Client Onboarding manager (Open) - C12 ) based in Mumbai, India. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. We empower our employees to manage their financial well-being and help them plan for the future.In this role, you’re expected to:
The Build Management Senior Analyst in the TTS-Trade Onboarding team will deliver client onboarding services to our customers who need Citibank’s Trade and working capital solutions. The role is part of the TTS Onboarding team and deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication skills are required to handle client needs while implementing deals. Quality and timeliness of service provided will affect the effectiveness of self and the team.
Responsibilities
Coordinate implementation of regional TTS Trade deals. Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow-moving deals. Apply project management methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan. Support client through their Onboarding journey – responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production. Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery. Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed Service handover process before scheduled “go live”) Attending when necessary Client meetings in close cooperation with TTS Product Sales and Relationship Managers Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post implementation reviews and case book write ups for future implementation usage and marketing purposes. Tracking and communicating internally the status of the deals. Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required. Participate in staff forums and survey process. Complete all mandatory and personal development training as stipulated by controls officer and team lead. Appropriately assess risk when business decisions are made, demonstrating 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 transparencyAs a successful candidate, you’d ideally have the following skills and exposure:
Qualifications
2-7 years relevant experience Results orientation – evidence of proactively driving projects to conclusion. Demonstrated communication skills. Organizational and planning skills. Negotiation, decision making and problem solving skills. Ability to manage high workload within a pressurized environment. Flexibility – ability to manage a varying workload (ie, volume, complexity and composition). Ability to manage complex integration solutions, working alongside Technical and Technology teams. Strong work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified. Attention to detail and experience of working in a controlled environment Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making/problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.Education
Bachelor’s/University degree or equivalent experienceWorking at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
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Institutional Client Onboarding------------------------------------------------------
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