CSIPL | TTS CLIENT ONBOARDING | C0+

Responsibilities ROLE & RESPONSIBILITIESBusiness/ DepartmentObjectives:Team will be responsible for Client Onboarding Operations involving processing of Account Services and Banking Products including Account Opening / Closure, Maintenance, Document Review/Processing, and implementation of Cash/Trade Products with an understanding of underlying documentation and processing guidelines.Core Responsibilities:Team Member roleRisk and ControlSupport/ participate in new projects/migrations and ensure smooth cut over with minimized risks internal and externalRevenue and Cost managementMigration and Project managementDay-to-Day Responsibilities:1. Processing standardThe Candidate will be responsible for Client Onboarding and all related correspondents and follow-ups.Understand Customer requirements and ensure requirements are properly documented and signed off keeping Partners in close loop.Serve as single point of contact for the Client and internal Functional partners (including Sales Product, Technology, Client Operations, Marketing, Risk and Controls, Legal and other teams), responsible for the coordination and successful end-to-end delivery of Deals/Projects.Closely manage the expectations of the Client organization/Stakeholders.Closely interact and coordinate with Customer, Documentation issuance/review/processing, System setups and System integrations.Processing of day to day transactions/deals as per local operating procedures.Perform the dual roles of Maker and Checker independently with great attention to detail.Provide regular updates on key projects to internal/external stakeholders as per requirement.Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio.Maintain solid relationships with key client and internal stakeholdersComplete testing and solution validation efforts to ensure the solution meets the clients expectations and is line with contractual obligations and agreementsEnsure effective transition from project to productionMeet required productivity metrics set for the teamEnsure tracking, accurate and timely resolutions of issues and exception raisedContinuously reduce Client Onboarding cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for on hold and slow moving deals.Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements2. Risk and ControlAdhere to internal policies to ensure compliance with legal parameters as well as company policies and proceduresDelivers as per Service Level Agreement at all times. Ensure service quality is maintainedMaintain performance metrics to track defects, productivity.Assist unit for audit preparation and necessary actions for clean audit resultsPerform control related activities to mitigate risk.3. Migration and Project managementSupport/ participate in new/ongoing projects/migrations and ensure smooth cut over with minimized risks internal and externalAssist in developing and maintaining training database, training materials, and trackers for the migrationSupport training for new staffs. Ensure training and parallel run are well planned and executed without impact on deliveryParticipate in cross functional projects at unit levelRollout and support process changes / automation initiatives driven by LEAN/OCR/RPA to deliver higher productivity, enhanced risk and controls and remarkable client experienceAppropriately 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,