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Sales Support Specialist - Vice President - MUMBAI
lead · Sales & Business Development
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Job Overview
The Sales Support Specialist is a strategic professional who stays abreast of developments in their field and contributes to directional strategy by applying them to their job and business. Recognized as a technical authority within an area, this role provides advice and counsel on technology or operations. It requires basic commercial awareness and developed communication and diplomacy skills to guide, influence, and convince colleagues and external customers. This role significantly impacts the area through complex deliverables. Additionally, this Sales Support role provides on-desk support to the sales force, focusing on improved client experience and sales efficiency. It requires technical product knowledge, an understanding of end-to-end infrastructure, and exposure to clients, internal stakeholders, control groups, and senior leadership.
Responsibilities:
- Sales Support Specialist provides sales support coverage across all PFSS products globally, specifically around the creation and maintenance of RFP, RFI and DDQ responses and pitchbooks
- This particular role directs the creation and timely delivery of responses to prospective client proposals, coordinating closely with sales and client executive leads
- Individual should coordinate all necessary aspects of RFP/RFI/DDQ responses, ensuring questions are addressed accurately and the response is submitted in a timely manner
- Responsible for coordinating with subject matter experts to ensure standard responses held within relevant systems and content library are kept current and accurate
- Individual ensures information in responses is consistent with business objectives and strategic messaging, as well as aligned with the specific needs of the client or prospect
- 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
- 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:
- 6-10 years of experience
- Sales support and/or marketing experience
- Advanced knowledge of the Investor Services and/or traditional asset manager business
- Proficient in Microsoft Office with an emphasis on MS Excel
- Proven communications and project management skills
Education:
- Bachelor’s/University degree, Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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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.------------------------------------------------------
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