AVP - Client Relationship and Sales

Job Title: AVP

Location: Mumbai (India)

This specialized role entails day to day client interactions and ACO (Account Control Officer) activities. This candidate will form a part of DB Custody – Client Management unit that broadly overseas commercial and legal arrangements with clients, overseeing day-to-day activities of the RTM unit (client servicing) and also take on responsibility for overseeing KYC obligations of the client. The client management team will primarily be responsible for all aspects of relationship management with the clients and maintain excellent service standards which includes the following:

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under child care assistance benefit (gender neutral)
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

Deal finalization – Client Relationship
• Negotiate and finalize the custody agreement and any other legal documents that need to be executed between DB and the client. Ensure an executed fee agreement is provided to the Billing team for invoicing set-up.
• Provide standard service level agreement to client if required and review client’s comments from a business perspective. Co-ordinate with RTM and Operations before finalization and sign-off. Ensure a copy of the executed SLA is provided to the relevant internal departments.
• Gather information on the client and prepare documents for credit line application, if required. Co-ordinate with Credit Risk Management team for feedback and approval.
• Manage due diligence visits by clients with other departments involved, if applicable.

Onboarding and Account set-up
• Overall completeness of KYC and liaising with clients for any additional information or clarification for onboarding, in co-ordination with RTM.
• Prepare escalation forms and liaise with local AFC for approval in the case of any PCR hit or Risk triggers on the clients.
• All RM and ACO related functions to facilitate timely on-boarding of accounts.
• Safekeep, log and maintain original business documents (agreements, fee