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Join Citi as a Sales Support Specialist in Mumbai and help sales teams deliver great client experiences.
Ideal for entry-level candidates with CRM, Excel, and client relationship skills.
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
This Sales Support Specialist is a developing professional role applying specialty knowledge to monitor, assess, analyze, and evaluate processes and data The role involves making evaluative judgments based on factual information, resolving problems through acquired technical experience and precedents. It has limited but direct impact on the business via quality of tasks/services provided, with impact restricted to the individual's job. This Sales Support role provides on the desk support to sales force with a focus on supporting improved Client experience and Sales efficiency. This role requires technical product knowledge & understanding of end-to-end infrastructure along with exposure to clients, and internal stakeholders such as control groups and senior leadership.
Responsibilities
Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
Assist sales by coordinating internally and support in preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
Support where required with client meetings with salespeople and client executives and document call reports in the appropriate systems
Assist sales by tracking and helping execute on follow up items from internal and client meetings
Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
Work with sales team members to keep CRM and other internal systems active and accurate
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 Markets and Services
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Support onboarding through cross-functional coordination, proactively driving interactions with partners firm-wide
Pre-trade support to ensure clients are “Ready to Trade” (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)
Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)
Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)
Optimize processes through root cause analysis (e.g., client onboarding and trade execution)
Re-engineering / automation of high impact processes to improve sales / client experience
Qualifications
0-2 years relevant experience
Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and Experience in Client Relationship Management (CRM) system
Demonstrated interpersonal skills related to client interaction, and internal team interactions
Proficient with Excel, Word, PowerPoint
Education
Bachelor’s/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group
Institutional Sales
Job Family
Institutional Sales Support
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.
Equal Opportunity and Accessibility Statement
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.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.