Institutional Client Onboarding Specialist

4 weeks ago


Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full time
Job Description

As a key member of the Treasury and Trade Solutions (TTS) team in 12542 Citicorp Services India Private Limited, you will be responsible for leading the account services operations team in India and Asia. Your primary focus will be on managing day-to-day operations, ensuring timely and accurate delivery of services, and maintaining high-quality customer satisfaction.

Key Responsibilities:
  • Manage team performance, including day-to-day operational tasks in account opening and maintenance.
  • Ensure consistent delivery of high-quality services to customers through meeting or exceeding customer expectations guided by the Service Level Agreement and efficiency/accuracy standards.
  • Ensure awareness and full compliance of account services unit processes, regulations, policies, guidelines, procedures, and practices.
  • Support and cultivate a "Service Excellence" culture among team members.
  • Establish and maintain close working relationships with host branches and within the CSIPL to facilitate open and direct communication of issues, needs, queries, etc.
  • Will be willing to embark on continuous on-the-job training for end-to-end product knowledge.
  • Ensure that team members perform the roles of Maker and Checker independently with great attention to detail.
  • Support the Country Cluster Head in handling cases and client queries.
Client Engagement Model:
  • Ensure the team delivers as per the Service Level Agreement; timely and accurately.
  • Understand client requirements and implement them correctly.
  • Understand new customer requirements and ensure adequate support to new customer requirements and initiatives.
  • Monitor customer satisfaction and service level and drive process changes.
  • Provide innovative solutions to clients.
Additional Responsibilities:
  • Processing of day-to-day transactions as per local operating procedures.
  • Ensure service quality is maintained.
  • Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures.
  • Perform control-related activities to mitigate risk.
  • Ensure the team provides the best productivity to meet SLA targets.


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