
Cg Rm
5 days ago
The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities**:
Work with sales and client management to develop information to help identify gaps in product and performance
Anticipate broader client requirements and perform tactical tasks across the organization, including identifying gaps and/or client opportunities and offering new product innovations/solutions
Serve as a central point of contact to resolve issues with respect to performance gaps with existing businesses
Assess risk/reward of transactions when making business decisions with consideration for firm’s reputation
Lead strong governance and controls
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
**Qualifications**:
2-5 years of relevant experience
Proven problem-solving skills
Proven ability to translate vision into executable plans
Consistently demonstrate clear and concise written and verbal communication
**Education**:
Bachelor's degree/University degree or equivalent experience
--------------------------------------------
- **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.
View the " EEO is the Law " poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
-
Training Agent
5 days ago
Kolkata, West Bengal, India The Unicorn People Full timeJob Title: Training Agent - Sales Automation Project Duration: 5 Months (Contractual) Project Location: Across Bihar, Jharkhand, Odisha, West Bengal & North East Rajasthan, MP, CG & Gujarat Base Location: Assigned regionally by the Regional Manager Objective: To train Distributor Sales Representatives (DSRs), Sales Representatives (SRs), and distributor...