About the role
FinEx AI summary
Senior FI sales role at Citi responsible for winning custody and fund-services clients in asset manager, asset owner and bank segments. It involves developing and implementing sales strategy, converting prospects, leading RFP/SLA negotiations, and cross-selling Citi products while working with internal partners.
Core skills
Financial services salesCustody and fund servicesSales strategy developmentProspect conversion and client acquisitionRFP preparationSLA negotiation