Sales Support Specialist - Officer - MUMBAI

Single PositionExplore a Career With UsView All JobsSales Support Specialist - Officer - MUMBAIMUMBAI, Mahārāshtra, India No longer accepting applications.Job ID26977497Date posted07/06/2026DepartmentInstitutional SalesThis Sales Support Specialist is a developing professional role applying specialty knowledge to monitor, assess, analyze, and evaluate processes and data The role involves making evaluative judgments based on factual information, resolving problems through acquired technical experience and precedents. It has limited but direct impact on the business via quality of tasks/services provided, with impact restricted to the individual's job. This Sales Support role provides on the desk support to sales force with a focus on supporting improved Client experience and Sales efficiency. This role requires technical product knowledge & understanding of end-to-end infrastructure along with exposure to clients, and internal stakeholders such as control groups and senior leadership.Responsibilities:Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycleAssist sales by coordinating internally and support in ​preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materialsSupport where required with client meetings with salespeople and client executives and document call reports in the appropriate systemsAssist sales by tracking and helping execute on follow up items from internal and client meetingsSupport sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reportsWork with sales team members to keep CRM and other internal systems active and accurateWork in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructureBuild a culture of responsible finance, good governance and supervision, expense discipline and ethicsAppropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputationBe familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Markets and ServicesFulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.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 transparencySupport onboarding through cross-functional coordination, proactively driving interactions with partners firm-widePre-trade support to ensure clients are “Ready to Trade” (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)Optimize processes through root cause analysis (e.g., client onboarding and trade execution)Re-engineering / automation of high impact processes to improve sales / client experienceQualifications:0-2 years relevant experienceKnowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and Experience in Client Relationship Management (CRM) systemDemonstrated interpersonal skills related to client interaction, and internal team interactionsProficient with Excel, Word, PowerPointEducation:Bachelor’s/University degree or equivalent...