Tts Trade Client Executive
4 days ago
Penetrate the client organisation and cultivate client contacts to build a trusted relationship and be responsible for driving superior client experience as measured by VoC, facility utilization and other KPIs
- Communicate client feedback on product enhancements, process improvements, servicing needs to relevant partners to improve the client experience
- Monitor Client Services’ MIS to ensure timely responses to all client related enquiries for portfolio
- Develop and maintain industry knowledge to add value to the client relationships
- Build an effective network working closely with Citibank colleagues to be an advocate for the client, enabling the best outcome for the client and for Citi.
- Engage proactively with clients to increase facility utilisation, identify incremental cross-sell opportunities within own portfolio and work with TCM and Trade Sales to execute
- Encourage the adoption of new and enhanced Trade and Working Capital products and solutions related to existing facilities, including digitisation of solutions
- Drive revenue realisation for deals in partnership with Supplier Engagement, TTS Onboarding and TTS Technology Onboarding teams, resolving and/or escalating any roadblocks
- Work in partnership with TCM, Coverage and Trade Implementations for the issuance and associated documentation for Guarantees/LCs, Trade Loans, including the One Working Capital initiative, and other Trade and Working Capital solutions
- Assist with client communication of Product migrations, regulatory change, and market updates
- Work in partnership with TCM in the preparation and delivery of Relationship Reviews, and with Client Services for Service Reviews
- Track portfolio revenues, revenue drivers (assets and facility exposures) and monitor against planned targets, communicate summaries and forecasts to Client Executive Head and TCM Head and ensure the Bank’s MIS systems reflects the clients’ exposures and financial metrics accurately, raising issues to Trade Product and BCMA as needed.
- Work with TCM and Coverage to ensure the clients’ credit needs are managed appropriately
- Assess risk/reward of transactions appropriately, demonstrating proper consideration for Citi’s risk policies and reputation and meeting returns hurdles
- Ensure client credit facilities are available to be utilized, with facility agreements, credit lines and GDRs current and with appropriate internal approvals in place
- Closely monitor client portfolio, including overdue, and implement risk mitigation solutions where necessary, and monitor challenged credits and escalate deteriorations as required.
- **Job Family Group**:
Institutional Sales
- **Job Family**:
Investor 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.
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