Sales Analytics Sr Analyst - AVP - MUMBAI
Citi · Mumbai, India · 1d ago
Role Overview
Citi is seeking an Assistant Vice President within the Sales Analytics team to support the development and delivery of sales performance metrics, client analytics, and management reporting across Markets. Working closely with senior stakeholders and the broader analytics team, the successful candidate will help transform complex data into actionable business insights that support strategic decision-making.
This role sits at the intersection of data, finance, and business strategy, offering exposure to senior Markets leadership and the opportunity to contribute to key franchise-wide initiatives. The individual will play an important role in delivering recurring analytics, developing reporting methodologies, and supporting the evolution of self-service analytics capabilities.
Key Responsibilities
- Produce and maintain recurring sales productivity reporting and performance metrics for Markets businesses, ensuring accuracy, consistency, and timeliness.
- Support the development and enhancement of Client Value (CV), Wallet, and sales performance methodologies across products and regions.
- Analyze client, sales, and commercial performance data to identify trends, opportunities, and areas requiring management attention.
- Consolidate and transform client feedback data from multiple sources, including relationship manager interactions, call reports, and client management systems.
- Create and maintain senior management reporting materials, including client profiles, business reviews, and performance scorecards.
- Partner with stakeholders across Sales, Finance, COO, Client Analytics, and Technology teams to source, validate, and reconcile data.
- Develop compelling visualizations and dashboards that communicate business performance clearly and effectively.
- Support automation and process improvement initiatives to reduce manual reporting activities and improve data accessibility.
- Contribute to the development of self-service reporting and AI-enabled analytics tools.
- Ensure strong governance, documentation, and quality control across analytical outputs.
Required Qualifications & Skills
- Bachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, or a related quantitative discipline.
- Relevant experience in analytics, business intelligence, strategy, finance, sales analytics, or management reporting within financial services or a corporate environment.
- Strong analytical and problem-solving skills with the ability to interpret complex datasets and generate actionable insights.
- Advanced proficiency in Excel and PowerPoint.
- Experience using data visualization and analytics tools such as Tableau, Power BI, Alteryx, SQL, Python, or equivalent platforms.
- Ability to communicate analytical findings clearly to both technical and non-technical audiences.
- Strong attention to detail and commitment to data quality.
- Proven ability to manage multiple priorities and deliver high-quality work within tight deadlines.
- Excellent stakeholder management and collaboration skills.
Preferred Qualifications
- Experience within Markets, Institutional Banking, Capital Markets, or other financial services businesses.
- Exposure to client analytics, sales productivity measurement, wallet analysis, or commercial performance reporting.
- Familiarity with CRM platforms and client feedback data sources.
- Experience building dashboards, automated reporting solutions, or self-service analytics tools.
- Knowledge of AI-assisted analytics capabilities and their application in business reporting.
- Understanding of benchmarking or third-party market intelligence datasets.
Success in the Role
The successful candidate will:
- Deliver reliable and insightful analytics that support management decision-making.
- Build strong partnerships across business and functional teams.
- Drive continuous improvement in reporting processes and analytical methodologies.
- Identify commercial opportunities through thoughtful analysis of client and sales performance data.
- Contribute to the team's broader goal of creating scalable, self-service analytics capabilities.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Decision Management------------------------------------------------------
Job Family:
Specialized Analytics (Data Science/Computational Statistics)------------------------------------------------------
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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