Posted By
Posted in
Sales & Marketing
Job Code
1348949
Business Function : Global Transaction Services (GTS) comprises of Cash & Trade, Securities Services and Fiduciary Services.
Key Accountability is :
1. Source new business of FPIs, AIFs, FDIs, FVCIs, covering Custody and PCM (Derivative Clearing) business, etc.
2. Achieve high satisfaction ratings in client due-diligence visits, surveys and market surveys
3. Support custody product owner and Head, Custody in revenue-engineering activities
4. Monthly marketing event with intermediary channels
Job Purpose :
1. 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.
2. Ensure that all Service Level Standards agreed with various units and clients are met with high levels of integrity and professionalism.
3. 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 :
(1) Source new business of FPIs, AIFs, FDIs, FVCIs, covering Custody and PCM (Derivative Clearing) business, etc.
(2) Achieve high satisfaction ratings in client due-diligence visits, surveys and market surveys
(3) Support custody product owner and Head, Custody in revenue-engineering activities
(4) Monthly marketing event with intermediary channels
Job Duties & Responsibilities :
1) Sourcing of new clients for Custody and PCM business
2) On boarding of client in coordination with the relationship team and operations team
3) Establish good working relationship with reputed FI clients including FPIs & PEs
4) Conduct marketing events on monthly basis for intermediaries
5) Ensure prompt responses to clients' queries (24-hr turnaround / acknowledgement).
6) Work with the client on account structure so that the account registration process with SEBI is smooth.
7) Liaise with client on the account opening document requirements.
8) Ensure that the transition of new business is smooth.
9) Offer innovative solutions to provide clients with value-added services, in consultation with product / operations.
10) Prepare responses to issues and presentation slides for clients' service reviews and due diligence visits.
11) Keep abreast of market developments and keep the clients updated on the same
Experience Required :
- Good market and regulatory knowledge of FPI regulations/AIF regulations/Foreign Investment regulations/FEMA/Securities regulations
- Custody and PCM business
- KYC of funds
- 7-10 years in custodial / PCM / Institutional Broking sales
Education/Preferred Qualification :
1. Good university degree or equivalent majoring in Business Administration, Financial Accounting, Science, Engineering or equivalent with some financial/banking experience preferred.
2. Degree in Securities Law is preferable
3. Should be street smart with good communication skills.
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Posted By
Posted in
Sales & Marketing
Job Code
1348949