Senior Analyst, Client Engagement, Client Delivery - Mumbai

Citigroup Inc.; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Citigroup Inc. in Mumbai seeks an experienced professional to bolster senior client engagement across the CEO, EMT, and Global Chairs, delivering data-driven insights and strategic reports.

You will create dashboards, guide ROI analyses for major events, and coordinate cross-divisional client metrics to influence engagement decisions at the highest level.

Qualifications

• 6 to 8 years of experience in a client analytics, strategic reporting, or executive advisory role.
• Capability to analyze large sets of data, interpret analytic results and suggest actionable next steps.
• Exceptional communication skills including face-to-face, verbal and written; ability to engage senior management.
• Advanced knowledge of Microsoft Excel, Power Query and PowerPoint; SQL/Python/Tableau preferred.
• Familiarity with AI-powered tools such as Citi Workspaces and Microsoft Copilot.
• Excellent interpersonal and organizational skills with ability to work globally.

Responsibilities

• Support Senior Client Engagement efforts for the CEO, EMT, and Global Chairs; develop new ideas to elevate senior presence.
• Drive client prioritization ahead of Davos, Milken, IMF Meetings, ensuring targeted engagement.
• Calculate and determine ROI of strategic events, analyze engagement and revenue attribution.
• Provide reports for Citi-wide initiatives, reviewing senior performance using Revenue, Wallet, Capital, and Returns metrics.
• Create and distribute bi-weekly Senior Client Engagement dashboards and alerts for the Executive Management Team.
• Lead development and maintenance of the Briefing Memo tool on Citi Client Central with data-driven client profiles.
• Respond to ad-hoc analytical needs of Senior Management.
• Leverage Citi Workspaces and Copilot to enhance productivity and reporting workflows.

Skills

Client analytics

Strategic reporting

Executive advisory

Excel

Power Query

PowerPoint

SQL

Python

Tableau

Education

Bachelor's degree in Business/Finance/Economics/Data Analytics

Tools

SQL

Python

Tableau

Power BI

Business Objects

Citi Workspaces

Copilot

Job description

The Client Organization is a global division within Citi that serves as the central hub for client-facing strategy, relationship management, and service delivery across the firm's institutional and corporate client base. The organization encompasses multiple specialized pillars, each focused on distinct aspects of the client lifecycle — from coverage and advisory to marketing, research, credit management, and change delivery.

About (Client Delivery: Client Engagement)

Client Delivery is a key pillar within the Client Organization, responsible for coordinating and delivering client practices. The team operates at the intersection of client relationship management, technology, analytics, and operational execution. It provides consistent client metrics, segmentation, and insights across businesses and regions and is responsible for the implementation of cross-divisional client metrics including revenue, profitability, and market share, as well as client segmentation based on client activity and future opportunity.

Acting as a strategic intermediary between various senior groups across Citi, the Client Delivery team works closely on high-impact projects with the Executive Management Team (EMT), Chiefs of Staff, Executive Assistants, and the broader Client Organization.

The Client Engagement team leads Citi’s executive client engagement strategy and infrastructure, including the framework, processes and tools to enable the Citi CEO and broader EMT to engage the firm’s most important clients globally.

Role Outline/Job Summary

• Support Senior Client Engagement efforts for the CEO, EMT, and Global Chairs; develop new ideas and methods to elevate senior presence in ways that benefit Citi as a whole

• Drive client prioritization efforts for senior leadership ahead of high-profile strategic events such as Davos, Milken, IMF Annual Meetings, and similar global forums - ensuring targeted engagement with the right clients to maximize impact and relationship outcomes

• Calculate and determine the return on investment (ROI) of strategic events, analyzing client engagement outcomes, opportunity flow, and revenue attribution to assess effectiveness and inform future participation strategies

• Provide reports for various Citi-wide initiatives, reviewing senior performance using Revenue, Wallet, Capital, and Returns metrics

• Create and distribute bi-weekly Senior Client Engagement dashboards, daily executive movement alerts, monthly client deal activity summaries, and similar client-related materials to the Executive Management Team, Global Chairs, and Senior Coverage Team

• Lead the development, integration, and maintenance of the Briefing Memo tool on Citi Client Central - a critical application designed to equip the Executive Management Team and senior leaders with comprehensive, data-driven client profiles ahead of key meetings and engagements. Ensure the tool delivers timely and accurate insights covering revenue performance, deal activity, and strategic opportunities to enable informed and impactful client interactions

• Respond to ad-hoc analytical needs of Senior Management

• Leverage AI and emerging technology capabilities like Citi Workspaces and Microsoft Copilot to enhance productivity, streamline reporting workflows, and generate data-driven insights, driving efficiency and innovation across the team's deliverables

Skills:

• 6 to 8 years of experience in a client analytics, strategic reporting, or executive advisory role, with a demonstrated ability to translate complex data into actionable insights for senior stakeholders.

• Capability to analyze large sets of data, interpret analytic results and suggest actionable next steps within a predetermined framework

• Exceptional communication skills including face-to-face, verbal and written; temperament to engage senior management and leadership on analytics

• Advanced knowledge of Microsoft Excel, Power Query and PowerPoint with the ability to create “board-ready” documents; some experience with SQL, Python, Tableau and/or Business Objects is preferred

• Familiarity with AI-powered tools such as Citi Workspaces and Microsoft Copilot to enhance productivity, automate workflows, and generate data-driven insights

• Excellent interpersonal skills and ability to act as a team player; ability to foster relationships with individuals across the globe and with different points of view

• Excellent organizational skills and diligence with an ability to prioritize multiple tasks and deliver results under pressure

• Knowledge of Citi’s client activity databases and competitor wallet is a distinct advantage

• aster's degree in a relevant field such as Business, Finance, Economics, Data Analytics, or a related discipline.

Job Family Group:

Business Strategy, Management & Administration

Job Family:

Business Management

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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