RM - Custody Group

Essential Services : Role & Location fungibility

One Bank, One Team

About the role

Relationship Manager - Custody, you will have the opportunity to offer the Bank's clearing & custody services through your interactions with senior fund managers of foreign and domestic funds, institutions, and family offices. In this role, you will be required to derive a clear understanding of the client's requirements and provide flexible solutions in collaboration with various business groups within the Bank. In line with our philosophy of offering 360-degree solutions to our clients, this role requires you to perform a comprehensive assessment of customers' needs in all engagements. This role also requires knowledge of evolving regulations with respect to investments/ capital markets space and providing suitable solutions to customers. A key responsibility is to work within the guardrails of risk and compliance while holding customer-centricity in all engagements.

Key Responsibilities

• Process Orientation

  : Develop suitable process for the product and service offering in line with the requirement of the client. Ensure 360 degree assessment of the client.

• Business Growth

  : Interact with senior fund managers of foreign and domestic funds, institutions, and family offices in offering clearing and custody services. Ensure the relationship values are improved with customer-centric engagements and offerings.

• Client Advisory

  : Expected to have a good understanding of macroeconomic developments to be able to engage with clients and possess market intelligence to ensure compliance with AML requirements.

• Customer Service

  : Create service excellence by partnering with customers through their life cycle and offer suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements.

• Customised solutions

  : Collaborate with product specialists, subject matter experts, and credit and service teams to ensure right products are offered to the customer.

• Behold our values

  : Offer products that are fair to our customers and fair to the bank.

Qualifications & Skills

• Educational Qualification

  : MBA, Chartered Accountants, Engineers & Graduates with relevant work experience in the area of relationship management across industries.

• Domain Knowledge :

  Knowledge on securities & custody services, AML compliance and relevant regulations.

• Synergize with Team :

  Willingness to work with various teams for on-ground support and deliver enablers as required.

• Improvise :

  Develop suitable process in-line with the requirements of the customer and the solution that is being offered.

• Communication skill

• Good oral and written communication skills.

• Market Sensing :

  Monitor and evaluate industry trends, customer drivers and potential partnerships

About the Business group

The Bank’s wholesale banking group manages a wide range of clients, which includes large private sector business houses and companies, financial institutions and banks, public sector undertakings, and Central and State government entities. The group also has a strong franchise among Multi-National Corporations (MNCs), real estate companies, IT & ITES, and new-age services companies, along with a strong franchise in the financial sponsors space with a special focus on private equity funds and their investee companies. Additionally, it also caters to the requirements of the capital market and custody participants through unique digital solutions, improving their operational efficiency.