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SME-Business Development Officer- Vice President-Mumbai

Job Req ID 21347087 Primary Location Mumbai, India Job Category Private Client Coverage
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The Business Development Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.


  • Working closely with all members of the Escrow Team, assist with the marketing, delivery and servicing of the Escrow Agent Product to Private Bank clients
  • Assist with closing new escrow agent business opportunities. This includes participating in sales calls, presentations and conference calls as necessary
  • Prepare presentations and create customized, ad-hoc marketing materials as needed.
  • Support business development team in the negotiation of escrow agreements for new transactions, adhering closely to Citi legal requirements and client timeframes.
  • Work closely with Private Bankers / Banker Associates to obtain all required Know Your Customer / AML / Patriot Act and related account opening documentation
  • Coordinate deal closings with clients – attend and/or participate in closing calls as necessary
  • Assist with execution of key Banker/Sales business & practice monitoring and control activities which includes production of various periodic management status reports, committees, etc. as required
  • Appropriately 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, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


  • 6-10 years of experience
  • Prior experience with escrow transactions and settlement funds is helpful
  • Technical skills: thorough knowledge and familiarity with Microsoft Word, Excel, PowerPoint and Outlook required; knowledge of Microsoft Access helpful, but not essential
  • Project management skills: candidate must be highly organized and efficient; ability to effectively multi-task and adhere to daily time sensitive deadlines is critical
  • Analytical skills:The ability to read, comprehend and interpret legal documents and contracts governing escrow accounts is helpful, but not required
  • Excellent oral and written communication skills


  • Bachelor's/University degree, Master's degree preferred


Job Family Group:

Private Client Coverage


Job Family:

Private Client Business Development


Time Type:


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