Associate

Business Function

Global Transaction Services (GTS) is a product group focused on the management and sale of Cash Management, Trade Finance, and Securities & Fiduciary products and services to institutional clients.

In GTS Securities & Fiduciary Services, Client Management & Implementation, you will be part of a team that provides sales and services to financial institutions, corporations, and SME customers.

Job Purpose
• Source business for new FPIs, FDIs, FVCIs, AIFs covering Custody and PCM (Derivative Clearing) business through engagement with own connect and intermediary channels such as brokers, law firms, tax consultants, fund administrators, Trustees, etc
• Ensure that all Service Level Standards agreed with various units and clients are met with high levels of integrity and professionalism
• Set-up monthly marketing events with intermediaries to build traction and source new business
• Prepare and disseminate custody circulars on market developments, operation changes, regulatory & securities industry updates. Incumbent should be seen by the clients as ‘their’ person in India as they normally would not have a local presence

Key Accountabilities
• Source new business of FPIs, AIFs, FDIs, FVCIs, covering Custody and PCM (Derivative Clearing) business, etc
• Achieve high satisfaction ratings in client due-diligence visits, surveys and market surveys
• Support custody product owner and Head, Custody in revenue-engineering activities
• Monthly marketing event with intermediary channels

Job Duties And Responsibilities
• Sourcing of new clients for Custody and PCM business
• On boarding of client in coordination with the relationship team and operations team
• Establish good working relationship with reputed FI clients including FPIs & PEs
• Conduct marketing events on monthly basis for intermediaries
• Ensure prompt responses to clients’ queries (24-hr turnaround / acknowledgement)
• Work with the client on account structure so that the account registration process with SEBI is smooth
• Liaise with client on the account opening document requirements
• Ensure that the transition of new business is smooth
• Offer innovative solutions to provide clients with value-added services, in consultation with product / operations
• Prepare responses to issues and presentation slides for clients’ service reviews and due diligence visits
• Keep abreast of market developments and keep the clients updated on the same

Experience
• 7-10 years in custodial / PCM / Institutional Broking sales

Core Competencies
• Sales
• Problem solving, management and
• Leadership skills
• Customer/Business Focus,
• Teamwork & Collaboration, Change/Innovative Skills

Technical Competencies
• Good market and regulatory knowledge of FPI regulations/AIF regulations/Foreign Investment regulations/FEMA/Securities regulations
• Custody and PCM business
• KYC of funds

Education / Preferred Qualifications
• Good university degree or equivalent majoring in Business Administration, Financial Accounting, Science, Engineering or equivalent with some financial/banking experience preferred
• Degree in Securities Law is preferable
• Should be street smart with good communication skills

Work Relationship
• Superior(s) : Direct Superior
• Subordinate(s) : None
• Peers : IT Support, Operations Team, Marketing, Finance & Controls, Systems and other branch sections
• External Parties : Depositories, SEBI, RBI, Exchanges, Auditors, Clients, Legal, Brokers, Other Custodian Banks, Correspondent Banks, Authorities and Head Office

DBS India - Culture & Behaviors

DBS Is Committed To Building a Culture Where All Employees Are Valued, Respected And Their Opinions Count. We Take Pride In Providing a Workplace That Fosters Continuous Professional Development, Flexible Working, And Opportunities To Grow Within An Inclusive And Diverse Environment. Expected Value Driven Behaviors Are
• Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions
• Ensure Customer Focus by Delighting Customers & Reduce Complaints
• Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation
• Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement
• Maintain the Highest Standards of Honesty and Integrity

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Primary Location

India-Maharashtra-Mumbai

Job

Product Sales

Schedule

Regular

Job Type

Full-time

Job Posting

Jul 4, 2025, 9:55:06 PM