Avp Client Relationship And Sales

Year    Mumbai, Maharashtra, India

Job Description

Position Overview 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 arrangemen

Position Overview 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 schedule etc.) and upload soft copies into the shared drive for sharing accessibility. Your skills and experience Handle all ACO related functions for the existing client book, including monitoring KYC, raising alerts, Hit assessments and liaising with Local AFC for any KYC related matter. Ensure a client exit is done with due evidence and in line with policy, including deactivation in the systems. Raise request to relevant internal teams/regulators/brokers etc. for updates in client's particulars if required by the clients. Excellent client feedback during service review. Improved ranking and awards. Timely completion of PR review of existing clients. Best in class turnaround time. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team About us and our teams Please visit our company website for further information: Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Click to find out more about diversity and inclusion at Deutsche Bank.

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Job Detail

  • Job Id
    JD2972085
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year