Commercial Banking: Cash Management Sales Officer - Senior Vice President
Role Overview
We are seeking a highly experienced and client-focused Senior Vice President, Global Solution Sales, to drive strategic cash management and trade solutions for leading Global, Digital, Technology, Internet, Fintech, SaaS, Platform, IT Services and New Economy companies across India and global markets. The individual will serve as a trusted advisor to corporates undergoing rapid growth, international expansion, digital transformation, and increasingly complex treasury and working capital requirements. The role will combine deep transaction banking expertise with consultative solution selling capabilities, enabling clients to optimize liquidity, enhance working capital efficiency, automate treasury operations, support cross-border growth, and scale globally. The successful candidate will work closely with Relationship Managers, Industry Heads, Product Specialists and Citi's global network to originate, structure, and execute complex multi-country, multi-product solutions across Cash Management, Trade, Liquidity, Digital Payments, Collections, Connectivity, FX and Working Capital.
Key Responsibilities
Strategic Client Coverage & Growth
- Manage a defined portfolio of Existing-to-Bank (ETB), and New to Bank (NTB) Acquisition and strategic growth ("Double Down") relationships within the Digital, Technology, Internet, Fintech and IT Services sectors.
- Develop client-specific transaction banking strategies jointly with Relationship Managers, Industry Heads and Product Sales teams.
- Deepen wallet share by increasing cash management balances, transaction volumes, trade utilization and cross-border business flows.
- Build long-term strategic relationships with CFOs, Treasurers, Founders, Finance Controllers and Treasury Transformation teams.
Complex Solutioning & Advisory
- Serve as the primary solution specialist for sophisticated treasury and working capital requirements.
- Deliver complex multi-product and multi-country transaction banking solutions spanning:
- Cash Management
- Domestic & Cross-Border Payments
- Collection Solutions
- Liquidity Management
- Escrow & Virtual Account Structures
- Trade Finance & Structured Trade
- Supply Chain Finance
- FX and Cross-Border Treasury Solutions
- Advise clients on treasury transformation, cash centralization, regional treasury structures and working capital optimization.
New Economy & Ecosystem Banking
- Expect deep expertise across Digital, Technology, SaaS, Fintech, E-commerce, Gaming, Platform and IT Services segments.
- Understand platform-led, marketplace, subscription-based and ecosystem business models to identify transaction banking opportunities.
- Build ecosystem-led strategies by mapping customer, vendor, partner and developer networks.
- Deliver banking solutions that support rapid scale, digital operating models and global expansion.
Cross-Border & Global Network Origination
- Identify cross-border opportunities across Citi's global franchise and client operating footprint.
- Collaborate with local and international coverage teams to capture global cash and trade flows.
- Support clients expanding into new geographies through globally consistent treasury, liquidity and trade solutions.
- Partner with regional product specialists to structure integrated cross-border solutions.
Digital Treasury & Connectivity Solutions
- Identify opportunities for Host-to-Host (H2H), API, ERP and platform integrations.
- Partner with implementation teams to execute connectivity and automation projects.
- Support clients in digitizing treasury operations, receivables management and payment processing.
- Advocate next-generation digital banking solutions that improve operational efficiency and client experience.
Cash & Trade Revenue Growth
- Increase domestic and export collections, operating balances, liquidity deposits and trade utilization.
- Track and grow key cash metrics including operating balances, sweep structures, term deposits and transactional throughput.
- Expand trade finance penetration through import/export finance, trade services and structured trade solutions.
- Identify opportunities to improve working capital cycles and treasury efficiency for clients.
Industry Leadership & Market Intelligence
- Act as a thought leader for Healthcare, Technology and Digital Economy sectors.
- Monitor industry trends including embedded finance, digital commerce, platform ecosystems, AI-driven business models and evolving treasury practices.
- Assess competitive positioning and market pricing dynamics to strengthen Citi's value proposition.
- Conduct detailed Share-of-Wallet (SOW) analysis to identify convertible opportunities and revenue expansion potential.
Qualifications & Experience
- 15+ years of experience in Transaction Banking, Treasury & Trade Solutions, Cash Management, Trade Finance or Corporate Banking.
- Proven success in solution sales and complex deal structuring within Technology, IT Services, Digital Economy or Large Corporate Banking segments.
- Strong understanding of treasury operations, working capital management, liquidity structures, payments, collections and trade solutions.
- Experience handling multinational clients and cross-border treasury environments.
- Strong consultative selling, stakeholder management and executive engagement capabilities.
- Ability to work across multiple products, geographies and internal stakeholders to deliver integrated client solutions.
- Bachelor's degree required; MBA, CA, CFA or equivalent professional qualifications preferred.
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Job Family Group:
Commercial and Business Sales------------------------------------------------------
Job Family:
Commercial Product Sales------------------------------------------------------
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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