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Career Opportunity

TTS Account Services Transformation Client Onboarding Lead Analyst

  • Primary Location: India,Maharashtra,Mumbai
  • Education: Bachelor's Degree
  • Job Function: Operations - Core
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19017194


Project Leadob Purpose:

  • The role is part of the TTS Account Services Transformation Team and is responsible for driving the strategic development of the Account Services Offering to our global clients
  • He/she will be responsible for ensuring we have the appropriate strategies, tools, and models to execute our key transformation initiatives to support our Account Services Product line
  • The Account Services Operations Team is responsible for the opening, maintenance and closure of all client cash accounts, spanning across five regions and over 80 countries, which forms the basis of the majority of our ICG client relationships and product offerings. The global team consists of over 900 FTE of direct and extended workforce located across all branches
  • He/She must be able to participate and partner with key internal and external stakeholders to drive the vision and strategy of the business, ensuring the optimisation of the Account Services footprint

Job Background/Context:

  • Citi Treasury and Trade Solutions Group provides integrated cash management and trade finance services to multinational corporations, financial institutions and public sector organizations across the globe. Citi Digital Working Capital, with its full range of digital and mobile enabled platforms, tools and analytics, continues to lead the way in delivering innovative and tailored solutions to its clients. It offers the industry's most comprehensive suite of treasury and trade solutions, including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial and prepaid card programs, trade finance and services
  • Transformation of Account Services is a priority Must Win Battle for the TTS Business, with high focus on initiatives such as 2 Day On Boarding. The role requires the individual to form effective working relationships globally with key clients and stakeholders – Product, Technology, Coverage etc. The individual is required to have a strong and detailed understanding of end-to-end Account Services Operation and act as the client advocate

Key Responsibilities:

  • Execute against the Global ASO Transformation strategy, inclusive of Operational Efficiency, Standardization, Digitalisation and Commercialisation of our core Account Services Platforms
  • Effectively manage key business programs of work inclusive of 2 Day On Boarding rollout in APAC
  • Key participation in defining global strategic solutions for the ASO function that reflect the objectives of TTS and  are appropriately tailored and fit for purpose within the Account Service Product
  • Contribute to the development and execution of a transformation program for Account Services that creates material and measureable improvement in KPIs, KRIs, reduces cycle times and improves overall Client Satisfaction
  • Identify and realise process and structural efficiency in the Account Service Unit. Deliver that efficiency to the P&L of the TTS business through expense efficiency
  • Build strong and effective relationships with key regional partners in TTS Coverage, Product and Technology organisation
  • Execute a communication plan to engage with the ASO teams that provides transparency of execution and encourages participation and collaboration
  • Collaborate with peer groups to ensure appropriate levels of commonality are achieved and best practice is shared and adopted
  • Keep abreast of all Regulatory and Industry changes. Support global head in planning and solutioning for these changes. Determine client and business impact and develop plans to ready both for change
  • Actively lead in the development of the business and client solutions. Ensure client solutions and capabilities have strong foundations in implementation simplicity, STP processing, risk profile and self servicing
  • Work with Infrastructure to establish an effective SDLC process that fits the risk profile of the project/platform
  • Establish best in class disciplines for project management & PTSW reporting protocol
  • Engage in the development an on-going agenda with regard to automation, work avoidance, client self-service and development of our primary applications

Development Value:

  • Member of the TTS ASO Transformation Team
  • Highly visible strategic role with senior level contact across ICG, TTS and O&T
  • Management of strategic projects with business dependencies



  • Minimum 7 years’ experience in Financial Services
  • Demonstrated skills in integrating and transforming operational functions
  • Proven ability to establish and maintain business partnerships and client relationships
  • Proven ability to understand new Technical and Product solutions in short time frame
  • Proven ability to execute
  • Ability to implement, drive & comply with all required controls, governance & policies
  • Proven ability to lead cost saving initiatives
  • Strong technical knowledge of TTS Products and regional regulatory requirements
  • Experience in performing complex problem solving and business trade off decision analysis
  • Experience of work in a process driven environment
  • Highly organised with strong program management skills


  • Excellent communication skills required
  • Strong negotiation skills
  • Ability  to articulate complex recommendations
  • Strategic Business thinker
  • Highly developed problem analysis and solution skills
  • Goals-focused and results-driven
  • Strong organizational and follow-up skills and the ability to multi-task effectively in a high-volume environment
  • Strong influencing skills and ability to work in an environment where priorities are frequently changing
  • Excellent interpersonal skills
  • Creative and resourceful problem solving
  • Self-motivated
  • Ability to manage cross functional stakeholders
  • Impeccable integrity and judgment
  • Change Advocate
  • Data/Analytics


  • 3rd level degree in Business or other relevant discipline
  • Line management experience preferable
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary


  • Client and process orientation, professionalism, proactive and strong client focus
  • Process re-engineering
  • Ability to work effectively in situations requiring analytical, interpretive, and problem solving techniques
  • A detailed and independent thinking style
  • Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
  • Strong team working skills
  • Strategic mind-set - ability to 'manage the matrix'
  • Positive and dynamic attitude to work
  • Ability to work as part of and contribute to a high performing team
  • Driven, resilient and tenacious, able to apply the learning from set-backs or challenges to good effect
  • Execution focused, overcomes obstacles and minimizes bureaucracy