Head of FI Sales, JANA

JANAHead of FI Sales

Direct reporting to:Head of Financial Institutions & Correspondent Banking

Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, makingpaymentsand accessing the capital markets on behalf of our clients. We have more than 200 years of experience helping our clients meet the world’s toughest challenges and embrace its greatest opportunities. 

As the Head of FI Sales, covering theJANAcluster,you will drive strategic growth and development of a critical global businesswithin Services. This end-to-end leadership role encompasses defining segment strategy andoptimizingcountry performance fortheFinancial Institutions (FIs)segment. You willbe responsible fordelivering integrated solutions, including Payments, Receivables, Commercial Cards, Trade, and other Cash Management solutions, with a significant focus on liquidity.

Clients will includeInsurance companies, Asset Managers, FinTech firms, Payment Intermediaries, Banks, and Broker-Dealers.

This role willfacilitatea deep understandingof global payment flows, clearing mechanisms, foreign exchange markets, trade flows, and the broaderServicessolutionset.

Key Responsibilities

• Lead and empower theJANASales team to achieveClusterrevenue and return targets, driving sales origination, revenue realization, and client retention in partnership with Corporate Bank FIG and product partners.

• Execute the global FI-Servicesstrategy within theJANACluster, prioritizing keyobjectivesfor maximum impact.

• Achieve revenue and wallet share growth by meticulously executing account plans for strategic client segments (Acquire/Double Down/Defend).

• Collaborate with Global Segment leads to develop and implement comprehensive marketing and product strategies thatincreasemarket share anddeepenclient penetration.

• Implement robust sales management processes,leveragingkey metrics and sales tools such as CRM, Sales Dashboards, andCSIP/C@R.

• Partner with Global Segment leads andClusterproduct teams to ensure competitive product offerings in terms of service, functionality, and pricing.

• Align annual financial plans with product partners, linking them directly to key drivers andclientopportunities.

• Drive continuous improvement in client experience (CX) by managing Voice of Customer (VoC) results and collaborating with the Global Client Success Head onClusterinitiatives.

• Proactivelymonitorand manage client portfolio riskand compliance, including Anti-Money Laundering (AML) and trade credit, ensuringtimelyescalation of issues;chairClusterCBOC/PIOC meetings.

Expected Outcomes (First 12 Months)

• AchieveClusterrevenue targets andposition the business forsustained YoY growth and toptier market position.

Qualifications

• Extensive and progressive experience in senior sales or product leadership roles, specifically within Financial Institutions.

• Deepknowledge of Cash Management & Trade productsand extensive experience managing and growing relationships with Financial Institution clients.

• Ability toestablishand maintain senior client relationships

• Ability tooperatein a complex matrix environment.

• Exceptional leadership skills with a proven ability to motivate, influence, develop high-performing teamsand deliver results.

• Excellent collaboration, teamwork, and interpersonal skillsand a proven ability to navigate and thrive within a complex, matrixed organizational environment.

• Superior analytical, interpretive, and problem-solving abilities.

• Outstanding written and verbal communication skills.

• High levelof personal integrity and dedication to excellence.