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CSIPL TTS Onboarding (C05 - Mumbai)

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Citi

9d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Mumbai

AI generated summary

  • You need 2-5 years in financial services, knowledge of bank products, strong communication, Excel skills, flexibility, and ability to work in varying shifts for Asia country holidays.
  • You will process client onboarding requests, ensuring compliance, accuracy, and service quality, while interacting with clients, supporting teams, and identifying process improvements.

Requirements

  • Previous experience in financial services preferred. 2-5 years’ Work Experience.
  • Knowledge of bank products in the scope of opening and maintaining of Bank accounts, Customer communication experience (internal/external). Knowledge on the field of finances and banking.
  • Flexibility, team spirit, loyalty. High attention to detail Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Goal-oriented and with desire for new challenges. Customer focus. Self-motivated individual with high competency to follow through when facing obstacles. Ability to organize own work and manage time. Flexible and adaptable approach to a constantly changing work environment. Customer focus. Assertiveness. Demonstrated initiative and creativity in problem solving. Proficient knowledge of English (written and spoken).
  • Bachelor’s/University degree or equivalent experience.
  • Good Oral and Written Communication skills. Good Knowledge in Excel.
  • Shift Timing: India Shift / Early Asia shift as per Asia country assigned to support. (Like Australia, New Zealand, India, Sri Lanka, Philippines, etc.)
  • Candidate should be ready to work as per Asia country holidays (Like Australia, New Zealand, India, Sri Lanka, Philippines, etc.)

Responsibilities

  • Team Member/Document Specialist role for Client Onboarding_ Account Opening
  • Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
  • Customer interaction, to understand customer requirements, documentation issuance and review and system entries.
  • Co-operates with internal partners to perform systems maintenance based on documentation related to Onboarding-account opening.
  • Provides response to client and internal inquiries.
  • Delivers as per Service Level Agreement always. Ensure service quality is maintained
  • Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
  • Documents operation procedure updates.
  • Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels.
  • Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
  • Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
  • Ensures high levels of client satisfaction through strong product, process and client knowledge.
  • Identifies and suggests process improvements and assists in the implementation of validated process improvements.
  • Understands procedures and controls for operational processes.
  • Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures.
  • Participates in user acceptance test of new systems.
  • Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function.
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
  • 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.

FAQs

What is the main role of the Client Onboarding Rep?

The main role of the Client Onboarding Rep is to process client requests related to account opening and maintenance, interact with customers to understand their requirements, and ensure high levels of client satisfaction through effective communication and service delivery.

What qualifications are required for this position?

A Bachelor’s/University degree or equivalent experience is required, along with 2-5 years of work experience in financial services and knowledge of bank products related to account opening and maintenance.

What skills are important for this role?

Important skills include good oral and written communication skills, high attention to detail, proficiency in Excel, the ability to work under pressure, and strong customer focus.

What are the shift timings for this job?

The shift timings are aligned with the India Shift / Early Asia shift, based on the Asia countries assigned to support, such as Australia, New Zealand, India, Sri Lanka, and the Philippines.

Is this position client-facing?

Yes, this position involves customer interaction to understand customer requirements, handle documentation, and respond to client inquiries.

How does this role interact with other teams?

The Client Onboarding Rep cooperates with internal partners and supports other teams/employees as instructed by supervisors, which may include possible movement to another team or process.

What kind of work experience is preferred for applicants?

Previous experience in financial services is preferred, along with experience in customer communication (internal/external) and knowledge in the finance and banking fields.

Are there opportunities for process improvement in this role?

Yes, the Client Onboarding Rep is encouraged to identify and suggest process improvements and assist in their implementation.

What is the expected performance standard for service delivery?

The Client Onboarding Rep is expected to deliver services as per the Service Level Agreement while maintaining service quality.

Does Citi offer equal employment opportunities?

Yes, Citi is an equal opportunity and affirmative action employer, providing consideration to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Citi

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

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