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Associate - Aco / Rm Cross Border

3 months ago

Mumbai, Maharashtra, India Deutsche Bank Full time

Job Title:
Client Management Associate**
Location: Mumbai

Role Description

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 childcare assistance benefit (gender neutral)
  • Flexible working arrangements
  • Sponsorship for Industry relevant certifications and education
  • 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 and Skills:

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:

  • 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 setup.
  • Provide standard service level agreement to client if required and review client's comments from a business perspective. Coordinate with RTM and Operations before finalization and signoff. Ensure a copy of the executed SLA is provided to the relevant internal departments.
  • Manage due diligence visits by clients with other departments involved, if applicable.
  • Onboarding and Account setup _
  • Overall completeness of KYC and liaising with clients for any additional information or clarification for onboarding, in coordination 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 onboarding of accounts.
  • Safekeep, log and maintain original business documents (agreements, fee schedule etc.) and upload soft copies into the shared drive for sharing accessibility.
  • Coverage and Relationship management _
  • Work to build the client relationship with a view to deepen client connect and bring in new business from relationships that are assigned.
  • Organize regular meetings with clients to gather feedback on DB's service standards.
  • Prepare for due diligence visits by the existing clients which includes preparing presentation materials, MIS data, conducting the presentations and arranging meeting with the regulators for the clients.
  • Work with internal teams and monitor timely completion of due diligence questionnaires received from clients.
  • Conduct review of fee agreements and SLA with clients, if necessary.
  • Organize client meetings, prepare briefing memos for seniors.
  • Followup with clients for payment of past due fees and ensure fee discipline.
  • Handle any productrelated and market advocacyrelated inquiries through co
- ordination with Business Solutions team.

  • Address issues raised by clients and escalate as necessary.
  • ACO functions _
  • 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.
  • Key Performance Indicators _
  • 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
  • Flexible working to assist you balance your personal priorities
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression

About us and our teams
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.