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Securities Services Sales Support Team – Proposal Manager

4 months ago

Singapore Citigroup Full time

About the Sales Enablement Team

The sales enablement team works closely with the Securities Services Sales, Client Executives and Account Managers. We provide expertise in Sales Proposals (RFPs) and DDQ management and delivery – including executive summaries, proposal documents, pitches and aligned reporting. The team also works alongside the dedicated content team on the development and organic growth of our content library. Our goal is to consistently add value across the sales life cycle, deploying skill sets in the most appropriate way to support revenue generation and business growth.

What are we looking for?

We are looking for someone that wants to be part of a high performing team; who thrives on a challenge, employs drive and ambition to deliver against tough targets. If you can write well in English, have a understanding of Securities Services, can manage projects and people, are detailed orientated and have a perfectionist streak– this might be the role for you.

The 'must haves' that will be core to your role:

  • Securities Services/Financial Services knowledge – Operations/sales support/account management experience all welcome
  • Excellent English language editorial/writing skills which allow you to develop a strong story that is commercially orientated
  • An interest in learning / deepening your understanding of Securities Services
  • Attention to detail
  • Excellent communication skills
  • An analytical mindset and ability to prioritise
  • Experience juggling multiple demands where you had to leverage your exceptional time management skills
  • Working experience with Word, Excel and PowerPoint

The nice to haves – but not essential:

  • Experience of working on sales proposal/pitching documents including RFPs and DDQs
  • Experience of Qvidian
  • Experience synthesising complex product and/or solutions into easy to understand content and messages
  • An innovative eye for upgrading content and the style in which it's delivered
  • Any experience in sales/operations/implementation world
  • Brand guardianship experience

Personal qualities that will stand you in good stead in this working environment:

  • Collaborative nature/team player
  • Determination
  • Patience
  • Willingness to ask for assistance
  • Resilience
  • Desire to constantly be learning and improving

How will your skills be deployed?

Key Responsibilities – dependent on level/grade (aligned to experience):

You will be accountable for the development of RFPs/DDQs/Pitches/Exec Summaries. As an AVP you will be expected to be running/owning RFPs within 3 months of joining the team, moving on to more complex, strategic questionnaires within 6-9 months. You will be expected to leverage team resource where appropriate and manage business contributors/subject matter experts to tight timelines and high standards. You will also have the opportunity to be involved with strategic team based projects that are aligned to overall team goals. These projects centre on best practice developments and continual quality improvements across our work.

Running a sales proposal/DDQ or pitch includes some or all of the following:

  • Driving or participating in project planning sessions with a focus on:
  • Agreeing client solutions and key benefits messaging
  • Determining SME participation
  • Creating a project plan including providing clarity on timings and deliverables with the key contributors – including but not limited to sales enablement team, sales, product management, operations, subject matter experts and senior management
  • Management of projects end to end (or engagement on) driving everyone involved to meet the client deadline - often requiring significant amounts of coordination
  • Developing answers/content to ensure client questions are answered – potentially including re-writing/editing information received from other departments and liaising with SMEs to ensure the questions are answered in full and in line with agreed solution/messaging
  • Ensure brand integrity across all content and documents

In addition you will be involved in strategic projects to support the broader team goals including but not limited to:

  • Content development and improvement
  • Data analysis to support business/segment growth strategies
  • Senior management reporting
  • Driving innovation – i.e. looking at new ways of presenting information/solutions/content or leveraging current tools in better ways
  • Process improvements to support developing best practices

What are the benefits of joining the Securities Services Sales Enablement Team at Citi:

We are a team built of various levels of expertise and experience covering Securities Services and beyond. Our success is contingent on us delivering both individually and as a team and we work hard to share the workload and support our colleagues whenever necessary. You will also have:

  • The opportunity to build deep knowledge of the Securities Services Business
  • Support of an engaged and close team – our success is built on a cohesive team spirit
  • Clear development plans to support your career aspirations
  • The chance to use your skills to directly impact the business goals

Salary: Competitive salary and benefits package offered and aligned to experience.

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.


Job Family Group:

Product Management and Development


Job Family:

Product Development


Time Type:

Full time


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