Officer, TTS Operations at Citi

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Prioritization, Organization, Customer Service, Assertiveness, Teamwork, Interpersonal Skills, Multi-tasking, Excel, Word, MS Office Applications, Trade Operations, Trade Services, Root Cause Analysis, Automation, Process Enhancements

Industry

Financial Services

Description

Job Purpose: The main purpose of the Trade Service Professional’s role is to provide a tailored top quality service to Citi’s India clients supporting the expansion of the Trade business across the Financial Institutions and Corporate portfolios. Key Responsibilities: Work in partnership with Implementations; Sales; Product and Technical Partners for New Client on-boarding Work with product and sales teams to address and resolve customer issues efficiently Deliver prompt and professional solutions to our customer inquiries via Phone, Mail, Fax or email. Communicate discrepancies in trade documentation promptly and handhold transactions to ensure that the same are processed on a timely basis. Maintain regular proactive calls with managed clients across the Corporate, CCB and GCG portfolios for India Trade Operation. Maintain day to day control and measurement of processing performed by Trade Service Centre in relation to the end to end processing of transactions for managed clients across the Corporate and FI portfolios. Root cause analysis to be performed on all inquiries and investigations for managed clients and to determine how we can further reduce the number of routine queries via automation and process enhancements. Quarterly Client Service Reviews for Trade services with focus on individual client scorecards. Focus on reducing repeat discrepancies provided in client documentation by educating the client, providing analytics to clients to demonstrate the benefits of STP. Manage day to day senior client contact and handling of client issues with proactive follow up with the respective Operations; Sales; Product Management teams. Work with product and sales teams to address and resolve customer issues efficiently. Day-to-Day Responsibilities: Job Purpose: The main purpose of the Trade Service Professional’s role is to provide a tailored top quality service to Citi’s India clients supporting the expansion of the Trade business across the Financial Institutions and Corporate portfolios. Key Responsibilities: Work in partnership with Implementations; Sales; Product and Technical Partners for New Client on-boarding Work with product and sales teams to address and resolve customer issues efficiently Deliver prompt and professional solutions to our customer inquiries via Phone, Mail, Fax or email. Communicate discrepancies in trade documentation promptly and handhold transactions to ensure that the same are processed on a timely basis. Maintain regular proactive calls with managed clients across the Corporate, CCB and GCG portfolios for India Trade Operation. Maintain day to day control and measurement of processing performed by Trade Service Centre in relation to the end to end processing of transactions for managed clients across the Corporate and FI portfolios. Root cause analysis to be performed on all inquiries and investigations for managed clients and to determine how we can further reduce the number of routine queries via automation and process enhancements. Quarterly Client Service Reviews for Trade services with focus on individual client scorecards. Focus on reducing repeat discrepancies provided in client documentation by educating the client, providing analytics to clients to demonstrate the benefits of STP. Manage day to day senior client contact and handling of client issues with proactive follow up with the respective Operations; Sales; Product Management teams. Work with product and sales teams to address and resolve customer issues efficiently. Financial/ Budgetary: No Individual Contributor (IC)/Managerial IC Key Deliverables: Same as above Percentage of Travel: Yes, 10% of the Time QUALIFICATIONS Skills Excellent written and verbal communication skills Ability to prioritize and organize own workload. Excellent customer service skills Assertive & strong teamwork/interpersonal Multi-tasking a must requirement Proficiency with Excel, Word and other MS office applications Education Bachelor’s degree with 5-6 years of experience in Trade Operations/ Services. Post Graduate (preferably Finance) with 2-3 years of experience in Trade Operations/ Services. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Cash Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Responsibilities

The main purpose of this role is to provide tailored, top-quality Trade Service support to Citi’s India clients, focusing on expanding the Trade business across Financial Institutions and Corporate portfolios. Key duties involve partnering with various teams for client onboarding, resolving customer issues promptly, managing transaction documentation discrepancies, and conducting proactive client relationship management.