AVP - Client Onboarding Manager at Citi

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

20 Mar, 26

Salary

0.0

Posted On

20 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Results Orientation, Communication Skills, Organizational Skills, Planning Skills, Negotiation Skills, Decision Making, Problem Solving, Project Management, Attention to Detail, ERP Knowledge, Compliance Knowledge, Technical Integration, Process Enhancement, Information Security, Client Management, Stakeholder Engagement

Industry

Financial Services

Description

Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 5-8 years of experience Results orientation - evidence of proactively driving projects to conclusion. Excellent 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. Excellent 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 Working knowledge of ERP, Communications protocols and Encryption methodology in an advantage Knowledge of local regulations covering Corporate Account opening guidelines is a must Bachelors/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Manage multiple Account opening & Cash/Trade implementations ranging in complexity from simple to moderate, numbering approximately 25-30 depending on scope and complexity Complete deals with highest level of quality and professionalism in a disciplined manner employing structured methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan. Work closely with the client and coverage to determine Scope of Work and Project Plan current with the project mandate / charter throughout the implementation Ensure to implement client objectives within standard guidelines and timeframes using standard project management templates and tools Provide regular implementation status updates to both internal and client project stakeholders, highlighting key areas of progress and any issues or risks. Accurately report project status, escalating effectively for “on hold” & slow moving deals. Work closely with all involved stakeholders in an account opening deal such as Sales, coverage, KYC team, Client, Online banking maintenance and training team. Engage Technical Integration Manager (TIM) for the client's Asia file feed requests, and work closely with the TIM to manage timelines, testing, and client expectations around any file feed deliverables Continuously reduce onboarding cycle time, minimize deal slippage & associated revenue conversion lead time. Continuously initiate & drive process enhancements. Ensure 100% effective MCA results Ensure all audit requests and protocols are appropriately addressed in every deal implementation. Strict observance of Information Security standards while communicating to the client as well as internally.

Responsibilities

Manage multiple account opening and cash/trade implementations, ensuring high quality and professionalism throughout the onboarding life cycle. Provide regular status updates to stakeholders and drive process enhancements to reduce onboarding cycle time.