Equity Client Access & Entitlements – Officer - Mumbai
Citigroup
**ROLE & RESPONSIBILITIES**
+ Process and fulfill client requests efficiently related to Citi Velocity, ensuring strict adherence to Standard Operating Procedures (SOPs)
+ Effectively prioritize critical and urgent requests throughout the shift. Whenever needed, act as a point of contact for the broader team, collaborate with internal partner support teams to resolve complex issues and escalations within the shift.
+ Provide best-in-class support services to a geographically diverse user base, ensuring consistent quality and responsiveness.
+ Communicate clearly and concisely - executive presence for dealing with internal senior management as well as client empathy to resolve issues and queries in a timely fashion.
+ Collaborate effectively with the global colleagues, share information, knowledge and best practices to enhance the team capabilities and performance.
+ Strong process awareness and ability to manage incidents, problems and customer escalations, while maintaining and enhancing client service levels by thoroughly understanding and diligently following Helpdesk procedures, rules and guidelines.
+ Ensure full understanding and consistent compliance with all internal audit, regulatory requirements, and compliance directives.
+ Operate with increasing autonomy and minimal supervision upon successful completion of training, taking ownership of tasks and driving them to completion.
+ Strong leadership skills, with the ability to mobilize and influence both internal and external teams not in a direct reporting line.
**QUALIFICATIONS**
_Education:_ Master’s or bachelor’s degree in a business or finance related discipline or equivalent qualification
_Experience:_ Minimum 5 years of experience in relevant industry. Experience in Helpdesk, Service desk, or Support deck is preferred.
Skills:
+ Excellent verbal and written communication skills (English). Should be comfortable interacting with internal & external stakeholders as well as the senior management team within the firm.
+ Good Microsoft excel skills, well-versed with advanced excel formulas to support data tasks. Macro or visual basic experience will be preferred.
+ A client-focused approach, adept at managing expectations, and a proven track record of effectively interacting with Sales teams.
+ Demonstrated ability to efficiently resolve issues in time-critical scenarios, supported by strong analytical and problem-solving skills, and the ability to think clearly and resolve problems with good judgment.
+ Proven ability to efficiently handle the complex and urgent tasks task or request while adhering to established procedures.
+ Experience in e-Trading client services or associated operations groups within a high-availability/mission-critical environment.
+ Proficient in working with external vendor platforms such as Bloomberg, AlphaSense, Visible Alpha, S&P Capital IQ, FactSet, and LSEG.
+ Self-motivated, highly organized, and capable of multi-tasking, independent workflow management, prioritization, and meeting deadlines.
+ Understanding of incident and problem management principles.
+ Demonstrated ability to learn new business concepts quickly.
+ Ability to work effectively at both strategic and tactical operational levels.
+ Ability to promote a positive work environment.
_Certifications:_ Gen-AI from reputed institute (Preferred)
+ Good understanding of Gen-AI principles, models and their potential in financial services, to drive innovation and efficiency.
+ Demonstrated ability to proactively leverage available Gen-AI tools for daily tasks, driving efficiency gains and contributing to process optimization.
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**Job Family Group:**
Institutional Sales
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**Job Family:**
Institutional Sales Support
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)_ _._
_View Citi’s_ _EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy)_ _and the_ _Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)_ _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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