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Custody Client Onboarding Unit Lead

https://www.citi.com/ Logo

Citi

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Location:
India , Mumbai

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

Job Responsibility:

  • Responsible for customer interaction, documentation issuance, review and system setups
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
  • Performs day to day management of the account opening and maintenance processing
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact
  • Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
  • Supports the motivation of staff through constant interaction with the team
  • Optimizes manpower to achieve higher productivity levels
  • Understands client requirements and implements them correctly
  • Monitors customer satisfaction and service level and drives process changes
  • Ensures a strong and robust processing environment with effective controls
  • Develops performance matrices to track defects, productivity
  • Exercises leadership and supervisory responsibility over department
  • Evaluates subordinates' performance and makes recommendations for staffing, pay increases, promotions, terminations, etc
  • Determines hiring to ensure adequate staffing
  • Recommends new work procedures with broader scope of impact
  • Appropriately assess risk when business decisions are made

Requirements:

  • 5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
  • Good interpersonal communication skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Demonstrated Project management skill including financial cost management skills
  • Advanced execution skills in a multi-tasking mode
  • Exposure to Customer Service and handling of system, testing and rollouts
  • Ability to achieve business objectives without compromising on controls and risk parameters established
  • Ability to interact confidently with senior management and / or regulators
  • Ability to coach and develop people, identifying and retaining talent
  • Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
  • Able to strive under pressure and covert opportunity from risk
  • Should be open to working staggered hour /shift / over weekend and on public holidays
  • Proficient knowledge of English (written and spoken)
  • Bachelor’s/University degree or equivalent experience

Additional Information:

Job Posted:
December 28, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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