Credit Product Strategy & Plan Specialist Job at Citi (Mumbai)

New

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami

Salary:

72880.00 - 109320.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Vp - insurance and funds coverage, international corporate bank

This is an exciting opportunity to join Barclays as an VP - Insurance and Funds ...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Minimum of 8 years of experience of ICB relationship coverage, delivering corporate banking products and services to insurance and funds clients
Excellent corporate finance, credit and treasury services expertise and transaction execution skills
Well-established C-Suite / Senior Treasury decision maker level relationships
Local / regional market experience of covering clients in this sector
Originator with an ability to independently lead and drive your own portfolio
Good understanding of Transaction Banking products as well as credit risk and lending experience
Excellent communication and presentation skills
Legal Right to Work in Singapore (if required, must be declared)

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Drive business growth through effective relationship-building and delivering tailored solutions
Be the Relationship Management Lead for institutional clients across Insurance Companies, Insurance Brokers, Reinsurers, Funds & Asset Managers and global players operating in SG as well as SG Headquartered names
Deliver a broad range of corporate and investment banking solutions
Idea generation, business development
Collaborate with coverage partners across geographies and time zones
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Support the analysis of data obtained from various sources to identify trends, insights, areas for improvement and additional services
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives

What we offer

Structured hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Office designed to optimise colleague well-being
Integrated live-work-play development with shops, restaurants, gyms and an alfresco dining area

Fulltime

Solution Sales Lead Specialist

The Solution Sales Sr Specialist is a strategic professional who closely follows...

Location

Dominican Republic , Santo Domingo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Solid credit skills and experience
Broad client management experience
Excellent communication and written skills
Demonstrated organizational skills (including self-organizational skills)
Superior client management & deal negotiation skills
Ability to interact at all levels of global, regional and local
Superior interpretive and problem solving skills
Excellent team working and outstanding interpersonal skills
Ability to operate in a complex matrix environment

Job Responsibility

Execute sales strategy for the country in conjunction with regional and country partners
Portfolio Management and Optimization: Develop deep relationships with key global and regional clients
Retain clients and grow volumes/values
Identify cross sell opportunities with clients
Market Presence: Be an ambassador and evangelist for Citi in the region with clients, partners, and industry forums to continue to drive Citi’s recognition as the largest and best in class
Maintain leading edge expertise of the industry and regional competitive environment
Ownership and Leadership: Act as a steward of the business and influence its strategy and market leadership as a key business member of the regional and global sales team
Lead complex cash management deals end-to-end including RFP responses and client pitches, recommending innovative cash management solutions
Market Development: Develop a Client focus strategy for all key clients and sub sector targets
Control and Compliance: Maintain a pristine control environment for all issues related to business management, compliance, regulatory requirements such as KYC, documentation, and training

Fulltime

Specialist, Premium Protein

This is a professional sales position responsible for growing new business withi...

Location

United States , Plympton

Salary:

98800.00 - 148200.00 USD / Year

Sysco

Expiration Date

Until further notice

Requirements

High School Diploma or GED and 3+ years of sales experience within a retail, broker, wholesale or distribution environment (deep technical expertise of meat & seafood categories)
Proficiency in center of the plate (meat & seafood) knowledge and trends required
Analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data
Ability to express information in terms of profit and loss, food cost and expense ratio
Strong financial acumen and ability to properly plan and execute business plans
Flexible
readily accepts change
open to new ideas
Track record of success in the area of consultative selling, networking and negotiations
Proficient communication and interpersonal skills and ability to work with and influence a variety of key stakeholders

Job Responsibility

Develop and execute targeted meat & seafood sales strategies to achieve region and individual annual business goals, delivering profitable sales growth and penetration across categories, specialty segments, and Sysco brand
Identify the needs of customers and prospects to assemble a product mix that delivers solutions and helps achieve business objectives
Utilize data analytics to prioritize meat & seafood opportunities
Actively seek, qualify, and support top prospect conversion to Sysco
Be informed of market conditions, product innovations, and competitors' products, prices, and sales
share information with customers as part of value-added services provided
Track activities and results, collaborate on opportunities, and champion the team selling process through use of Salesforce (Sysco’s CRM tool)
Leverage sampling in a solutions-oriented manner to close sales
Provide feedback to specialty companies and merchandising on product quality, product integrity, product mix, customer satisfaction, perceived value and competition
Develop and maintain relationships with customers, chefs and sales team members

What we offer

Competitive base salary, bonus, plus promotional incentive opportunities
Car allowance (mileage reimbursement for candidates in CA) and cell phone provided
Career pathing opportunities for both entry level, and experienced individuals
Specialized sales training
Monthly and annual sales rewards and recognition
401(k) with automatic matching
Employee Stock Purchase Plan
Comprehensive healthcare benefits

Fulltime

Feed Sales Specialist

Generates profitable sales in the assigned territory through target marketing, c...

Location

United States , Stratford

Salary:

Not provided

GROWMARK FS, LLC

Expiration Date

Until further notice

Requirements

Normally requires a college degree in agriculture, marketing, or other business related discipline, or the equivalent thereof
at least 2 years of sales/marketing experience to demonstrate the ability to generate profitable sales in the assigned territory
demonstrates essential abilities including business knowledge, collaboration, communication, customer focus, decision making and skill development
normally requires an Enterprise Specialist certification or the ability to obtain/maintain one to demonstrate advanced feed sales training and experience
must have and maintain a valid driver’s license and satisfactory driving record
must have the ability to travel independently and overnight as needed
occasionally required to lift 51-70 lbs
must be able to work hours beyond those considered “normal”
ability and willingness to participate in required training that may include education on GROWMARK’s policies and procedures and additional training as it relates to the requirements of the position

Job Responsibility

Develops and implements marketing plans and sales strategies that generate profitable sales in the assigned territory
utilizes target marketing and professional sales techniques including the FS sales interview road map, feed management programs, emphasis of appropriate features and benefits, and contact management system when calling on patrons and prospects
develops territory and competitive analysis to maintain a current knowledge of the marketplace and the competition
provides value-added feed products, services, and recommendations to patrons and prospects
schedules product delivery to customer locations, makes deliveries as needed, and assists with coordination of feed mills, inventories, and routes
conducts regular patron meetings on product and technical information
provides customer service by following up on customer complaints and seeking a reasonable “win/win” resolution
ensures the credit worthiness of customers, quotes prices and credit terms, and prepares sales contracts for orders obtained
promotes the use of credit programs as a sales tool and helps provide the required information to establish credit
works closely with the credit department in collection of accounts receivable

What we offer

Fully Funded Pension*
401(k) & Employer Match
Medical, Dental, Vision
HSA & Employer Contributions
Life Insurance
Disability
Identity Protection

Fico It Technical Specialist

We are seeking a highly experienced senior analyst with expertise in SAP Finance...

Location

United States , Carmel

Salary:

101400.00 - 152100.00 USD / Year

Belden, Inc

Expiration Date

Until further notice

Requirements

Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field
Extensive experience (10+ years) in IT, with a strong focus on technology solutions for FICO functions and hands-on experience with different SAP S/4 FICO core modules using Fiori as front end
In-depth knowledge of the Finance processes within SAP, including functions such as General Ledger with Central Finance integration, Accounts Payable and Receivables, Indirect Taxes, Credit Management, Cash Application, Electronic Bank Statement and integration with Tax Engines
Also Controlling, Cost & Profit Center Accounting, Product Costing, Inventory Valuation and integration with SD/MM/PP modules
Proven track record of experience in SAP S/4 implementations, specifically in the Finance and Controlling domain, including project planning, data migration, system configuration, and user training
Familiarity with legacy ERP systems and experience in migrating to SAP S/4, with a specific emphasis on GL migration, preferably using cFIN
Strong understanding of IT cloud-based solutions and emerging technologies relevant to Finance functions and SAP S/4
Strong communication and interpersonal skills, with the ability to effectively collaborate and influence stakeholders at all levels of the organization, including sales, customer service, logistics, and finance teams
Proficiency in SAP S/4 modules FI (GL/AP/AR/Banks/Tax/Assets), CO (CCA, PCA, IO, COPC, COPA) and integration with SD/MM/PP
Strong analytical and problem-solving skills, with the ability to identify and resolve complex financial data integration issues and drive process improvements

Job Responsibility

SAP S/4 Implementation: Drive the implementation of SAP S/4 for Finance and Controlling processes with multiple integrations with 3rd party applications, project planning, implementation, testing, training and end user support
Legacy ERP Migration: Collaborate with multiple business and IT teams to help define and support a comprehensive roadmap and strategy for migrating from legacy ERP systems to SAP S/4, using Central Finance approach and data
Requirements Definition: Work closely with key stakeholders to gather and document business requirements for SAP Finance and Controlling, ensuring the successful translation of business needs into technical specifications for the SAP S/4 implementation project
Data Migration and Integration: Participate in the analysis of legacy ERP data to identify data quality issues, data mapping requirements, and data migration strategies for Finance and Controlling processes, ensuring accurate and seamless data transition to SAP S/4. Define and implement integration solutions between SAP S/4 and other systems using Central Finance
Reporting and Analytics: Help define and implement reporting and analytics capabilities within SAP S/4 embedded analytics and SAC and our business intelligence system to meet business requirements
Testing and Quality Assurance: Develop and execute comprehensive testing and quality assurance plans to ensure the reliability and accuracy of SAP S/4 implementation for all of Finance and Controlling processes, including system performance, data integrity, and end-to-end process testing
Change Management: Execute change management strategies to facilitate the smooth transition from legacy ERP systems to SAP S/4, including training programs, communication plans, and user adoption initiatives

What we offer

health/dental/vision
long term/short term disability
life insurance
HSA/FSA
matching retirement plans
paid vacation
parental leave
employee stock purchase plan
paid leave for volunteer work in your community
training opportunities

Fulltime

Fico It Technical Specialist

We are seeking a highly experienced senior analyst with expertise in SAP Finance...

Location

United States , Carmel

Salary:

101400.00 - 152100.00 USD / Year

Belden, Inc

Expiration Date

Until further notice

Requirements

Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field
Extensive experience (10+ years) in IT, with a strong focus on technology solutions for FICO functions and hands-on experience with different SAP S/4 FICO core modules using Fiori as front end
In-depth knowledge of the Finance processes within SAP, including functions such as General Ledger with Central Finance integration, Accounts Payable and Receivables, Indirect Taxes, Credit Management, Cash Application, Electronic Bank Statement and integration with Tax Engines
Also Controlling, Cost & Profit Center Accounting, Product Costing, Inventory Valuation and integration with SD/MM/PP modules
Proven track record of experience in SAP S/4 implementations, specifically in the Finance and Controlling domain, including project planning, data migration, system configuration, and user training
Familiarity with legacy ERP systems and experience in migrating to SAP S/4, with a specific emphasis on GL migration, preferably using cFIN
Strong understanding of IT cloud-based solutions and emerging technologies relevant to Finance functions and SAP S/4
Strong communication and interpersonal skills, with the ability to effectively collaborate and influence stakeholders at all levels of the organization
Proficiency in SAP S/4 modules FI (GL/AP/AR/Banks/Tax/Assets), CO (CCA, PCA, IO, COPC, COPA) and integration with SD/MM/PP
Strong analytical and problem-solving skills, with the ability to identify and resolve complex financial data integration issues and drive process improvements

Job Responsibility

SAP S/4 Implementation: Drive the implementation of SAP S/4 for Finance and Controlling processes with multiple integrations with 3rd party applications, project planning, implementation, testing, training and end user support
Legacy ERP Migration: Collaborate with multiple business and IT teams to help define and support a comprehensive roadmap and strategy for migrating from legacy ERP systems to SAP S/4, using Central Finance approach and data
Requirements Definition: Work closely with key stakeholders to gather and document business requirements for SAP Finance and Controlling, ensuring the successful translation of business needs into technical specifications for the SAP S/4 implementation project
Data Migration and Integration: Participate in the analysis of legacy ERP data to identify data quality issues, data mapping requirements, and data migration strategies for Finance and Controlling processes, ensuring accurate and seamless data transition to SAP S/4. Define and implement integration solutions between SAP S/4 and other systems using Central Finance
Reporting and Analytics: Help define and implement reporting and analytics capabilities within SAP S/4 embedded analytics and SAC and our business intelligence system to meet business requirements
Testing and Quality Assurance: Develop and execute comprehensive testing and quality assurance plans to ensure the reliability and accuracy of SAP S/4 implementation for all of Finance and Controlling processes, including system performance, data integrity, and end-to-end process testing
Change Management: Execute change management strategies to facilitate the smooth transition from legacy ERP systems to SAP S/4, including training programs, communication plans, and user adoption initiatives

What we offer

health/dental/vision
long term/short term disability
life insurance
HSA/FSA
matching retirement plans
paid vacation
parental leave
employee stock purchase plan
paid leave for volunteer work in your community
training opportunities

Fulltime

Global Third Party Risk Manager

Individuals in Operational Risk establish and manage operational risk policies, ...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive knowledge of business processes, products, and operations within the financial sector, including implications of third-party and resilience risks
Understanding of regulatory requirements including the Third-Party Risk Management and Outsourcing Lifecycle (OCC/FRB/EBA/PRA/MAS, etc.), along with their implications on resilience risk management
In-depth knowledge of Risk Governance frameworks and Risk Appetite parameters, highlighting third-party and resilience risks
Comprehensive understanding of MIS reporting and analytical tools, with experience in report development and analysis for third-party and resilience risks
Familiarity with operational risk management strategies, including third-party and resilience risk management best practices
Experience in conducting risk management reviews and oversight, including third-party and resilience risk assessments
Robust understanding of how third-party relationships impact business risk, particularly in terms of resilience risk
A solid grasp of the Third-Party Risk Lifecycle, and experience in managing third-party and resilience risks across this cycle
Understanding of various risk types such as third-party, resilience, credit, compliance, technology risk, and fraud, and how they interrelate within a financial institution

Job Responsibility

Develop and implement resilience and third-party risk management processes, staying updated with the latest risk management trends
Utilize advanced analytics to identify, measure, monitor, and report on residual and emerging risks, providing strategic insights to stakeholders
Lead initiatives to address root causes of unexpected losses, developing innovative solutions to enhance operational effectiveness
Influence technical strategy through informed understanding of Citi’s Third-Party Management Policy and ORM Third-Party Risk Standard
Supervise third-party thematic and product reviews, taking responsibility for business sub-functions and making complex decisions impacting significant business results
Implement corrective measures to manage persistent operational risks, enhancing risk resilience
Conduct comprehensive third-party risk management reviews across the global portfolio, instilling a culture of risk awareness and accountability
Operate efficiently within the Risk Governance framework, managing operational risk within set Risk Appetite parameters
Oversee the design, deployment, and review of MIS reports to detect areas of excessive risk and verify efficacy of risk mitigation strategies
Establish robust third-party risk processes across diverse sectors and geographies

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work - life balance
Career progression opportunities across geographies and business lines

Fulltime

Credit Product Strategy & Plan Specialist

Citi

Location:
India , Mumbai

Category:
Banking

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 29, 2025

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