The Client Executive (CE) is responsible for managing Sales and Client Relationship of existing Clients from the Domestic Institutional Segment including Mutual Funds (Domestic Custody, Global Custody), Insurance Companies (Domestic custody), Alternative Investment Funds (Domestic Custody). It is important that the CE is a technical expert of Securities Services including Custody Services, Service capabilities, internal processes, new developments, risk and control workplace and above all have a commercial bent of mind. Other skills include good communication and negotiation/diplomacy skills, speed in execution, having a digital bent of mind and keep himself/ herself abreast of all key market changes, developments as well as competition changes.
This role is also the Lead of Domestic Segment driving client discussions, building strategy of client growth and fully accountable for Client Delight. Some related key deliverables are:
• Complete Ownership of Client Delivery and Relationship
• Ensure end to end delivery of Client requirements - enhancement of new products,
escalations of issue resolution, new solutions etc. directly or in coordination with Regional CE/AMs, Corporate Bank, Markets units and Senior Management
• Incremental Sales and Account opening
• Sales pitches/ RFPs/ Re-bid/ Re-pricing
Responsibilities:
A: Managing and Responsible for Client Management
• Responsible for a portfolio of platinum/core clients acting as their advocate and owning the client experience relationship end to end.
• Simplifies the client experience and eliminates delays by taking ownership of cross-functional issues and mobilizing the appropriate resources to ensure a timely and satisfactory resolution.
• Strengthens the client relationship and ensures the delivery of market-differentiating service by acting as the client’s advocate, anticipating client needs, and developing client confidence in Citi’s products and processes.
• Delivers proactive service management through rela
📌 SVP-Client Executive (Mumbai)
🏢 Citi
📍 Mumbai