Client Onboarding Sr Analyst

4 - 10 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Team Lead in the Treasury and Trade Solutions (TTS) department of Account Services Operations at Citi, you will be responsible for managing team members in India and other Asian countries under the Asia Account Opening team. Your primary focus will be on overseeing the end-to-end delivery of account services operations for clients, which involves collaborating with customers and internal stakeholders to compile and issue customer documentation packages for account opening and maintenance. - Leading and managing the team to ensure efficient customer interactions, documentation issuance, and review processes. - Overseeing daily activities of the Asia Account Opening and Maintenance processing team. - Ensuring country-specific requirements are met for all scenarios of account opening and maintenance. - Delivering high-quality service to customers and internal partners. - Liaising with country stakeholders, managing regulatory reporting, process improvements, and implementing new initiatives. - Playing a key role in project management within the account services space. - Analyzing complex issues, establishing new work procedures, reviewing documentation, setting up systems, and coordinating with clients and cross-regional countries to ensure seamless operations. - Managing team performance, ensuring consistent delivery of high-quality services, maintaining compliance with regulations and internal policies, fostering a culture of service excellence, and supporting the Country cluster head in handling cases and client queries. - Engaging with clients to understand their requirements, monitoring customer satisfaction levels, and driving process improvements to enhance client experience. - Processing day-to-day transactions, maintaining service quality, ensuring compliance with internal policies and legal parameters, performing control-related activities to mitigate risks, and meeting SLA targets to enhance team productivity. To qualify for this role, you should have: - A Bachelor's degree (preferably in commerce or science) with at least 8-10 years of experience in Account Services or Cash Management, or a Master's degree (preferably in Finance) with 4+ years of relevant experience. - Proficiency in English, excellent communication skills, experience in documentation review and team management, and the ability to handle client queries effectively. - Essential skills required for this position include being a self-starter, detail-oriented, capable of multitasking, and willing to learn new products in a challenging environment. If you are ready to work according to the holidays of Asian countries and possess the necessary qualifications and skills, we invite you to apply for this exciting opportunity in our Customer Service team at Citi's Institutional Client Onboarding division.,

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