Associate, Specialist, Product Sales - Securities Services, Transaction Banking, Global Transaction Services-(WD72125)
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 surveysSupport custody product owner and Head, Custody in revenue-engineering activitiesMonthly marketing event with intermediary channelsJob Duties and Responsibilities
Sourcing of new clients for Custody and PCM businessOn boarding of client in coordination with the relationship team and operations teamEstablish good working relationship with reputed FI clients including FPIs & PEsConduct marketing events on monthly basis for intermediariesEnsure 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 salesCore Competencies
SalesProblem solving, management andLeadership skills.Customer / Business Focus,Teamwork & Collaboration, Change / Innovative SkillsTechnical Competencies
Good market and regulatory knowledge of FPI regulations / AIF regulations / Foreign Investment regulations / FEMA / Securities regulationsCustody and PCM businessKYC of fundsEducation / 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 preferableShould be street smart with good communication skillsWork Relationship
Superior(s) : Direct SuperiorSubordinate(s) : NonePeers : IT Support, Operations Team, Marketing, Finance & Controls, Systems and other branch sectionsExternal Parties : Depositories, SEBI, RBI, Exchanges, Auditors, Clients, Legal, Brokers, Other Custodian Banks, Correspondent Banks, Authorities and Head OfficeDBS 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 PropositionsEnsure Customer Focus by Delighting Customers & Reduce ComplaintsBuild Pride and Passion to Protect, Maintain and Enhance DBS’ ReputationEnhance Self Knowledge, Skills and develop Competencies aimed at continuous improvementMaintain 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
Product Sales
Schedule
Regular
Employee Status
Full-time : Job Posting
Jun 10, 2025, 9 : 27 : 09 PM