Process Excellence and AI Productivity Specialist - KYC Operations

About this role

Not quite right? These jobs in Mumbai match the same skills — apply to a few to improve your chances.

Custody Operations - Asset Servicing Analyst

JPMorgan Chase

In OfficeMumbai

Apply

Global Leader - Pricing 2

Genpact

In OfficeMumbai

Apply

Associate, Private Markets and Alternative Operations

BlackRock

In OfficeMumbai

Apply

Sr Specialist, Data & AI Governance

S&P Global

In OfficeMumbai

Apply

Skills you'll use

What you'll do

• SharePoint & Collaboration Administration: Manage, create, and maintain SharePoint lists, libraries, permissions, and metadata structures to ensure optimal team collaboration, document control, and information architecture.
• AI Tool Integration & Adoption: Support the day-to-day integration and adoption of AI productivity tools (e.g., Microsoft Copilot, Gemini, Claude). Help team members build effective prompting habits and automate routine workflows.
• Continuous Improvement & Process Mapping: Assist in mapping, documenting, and optimizing business processes using established Lean Six Sigma methodologies (e.g., SIPOC, Value Stream Mapping) to identify bottlenecks and eliminate waste.
• Project Coordination: Serve as the coordinator for productivity and digital transformation initiatives—tracking project milestones, managing deliverables, and preparing regular status updates for stakeholders.
• Feedback & Optimization Loops: Gather and analyze user feedback on process changes and AI adoption metrics, identifying friction points and contributing to iterative enhancements.
• Training & Enablement: Develop and deliver basic training materials, quick-reference guides, and support resources for end-users on SharePoint best practices and AI productivity techniques.
• Reporting & Analytics: Develop and maintain basic reports and interactive dashboards to track project statuses, process improvement outcomes, and tool adoption metrics.
• Cross-Functional Liaison: Facilitate smooth communication and operational synchronization between business units, project teams, and IT support to resolve system issues and implement improvements.

Who can apply

• Experience: 1–3 years of proven experience in project coordination, business analysis, continuous improvement, or a process-focused role.
• SharePoint Expertise: Demonstrated hands-on experience with SharePoint Online site administration, list/library configuration, and permission management.
• AI Literacy: Active, hands-on experience using Generative AI tools (e.g., Microsoft Copilot, Gemini, Claude) or other AI-powered automation solutions to solve daily productivity challenges.
• Technical & Programming Skills: Proficient in VBA (for spreadsheet automation) and JSON (specifically for SharePoint advanced column formatting and Power Automate custom schemas).
• Data & BI Tools: Proven capability to develop reports and dashboards using tools such as Tableau, Power BI and advanced Excel (Power Query, Pivot Tables).
• Certification in Lean Six Sigma (Yellow Belt required, Green Belt preferred).
• CAPM (Certified Associate in Project Management) or PMP (Project Management Professional) certification is a strong plus.
• Working knowledge of the broader Microsoft 365 suite, including Teams, OneDrive, Power Automate, and Visio.
• Prior experience within the Banking or Financial Services domain is highly preferred.

About Citi

Searching for “Citi jobs” or “jobs at Citi”? You’re in the right place.