Wbp:custody - Client Relationship Team

3 days ago

Mumbai Maharashtra, India Axis Bank Full time

**WBP:Custody - Client Relationship Team**

**INTERNAL USAGE**:
**No. of Vacancies**:

- 2**Reports to**:
SVP 1 - Head Custody & Capital Market Products (WBP
- Custody Services)

**Is a Team leader?**
- No**Team Size**:
**Grade**:

- SM - AVP**Business**:

- Corporate Banking**Department**:

- Wholesale Banking Products**Sub **Department**:

- Custody & Capital Market Products and Fund accounting Services.**Location**:

- Mumbai**About Wholesale Banking Products
Wholesale Banking Products Department focuses on the gamut of corporate products viz. Current Account, CMS, Trade (Domestic & Cross Boarder) & Supply Chain Finance, Sector Solutions, Capital Account and Custody & Capital Markets; IPO & Escrows. Provides digital solutions with advanced technology. Manages business strategy and Sales & solutions. Gujarat International Financial Tec-City (GIFT) and Fund Accounting Services.

Custody & Capital Market Division is a niche segment focus on Custodial Services (Domestic - PMS, AIF, MF, Insurance etc & Foreign - FPI, FDI, FVCI, DRs); Clearing & Settlement services for Trade; Professional Clearing Services for Equity & Currency Derivative Segments. Bank is also offering Fund Accounting Services for Portfolio Managers (PMS), Alternative Investment Funds (AIFs) & MF/Insurance including and Fund Accounting Services.

**About **the **Role
Overall Business Development of these products (Domestic & GIFT) - Business strategy & planning for growth.

Evaluate the Market & Peers Product/Process offering and implementation of best suitable products for the customers.

Possess knowledge on key areas Mutual Funds; Insurance; Foreign Portfolio Investors; Alternative Investment Funds; Commodity Derivatives; Custody; Clearing activities and Fund Accounting Services.

Provide Solutions to the customers on Regulatory Guidelines in consultancy with internal stakeholder.

Business Control: Risk minimization; Audit & Compliance.

**Key Responsibilities
Adherence to CMC documents, coordinating and taking necessary clarification/ approvals from the stakeholders and implementing the processes under new growth areas - Mutual Funds; Insurance; FPI & AIF

Requirement discussion with Operations and coverage and based on the feedback/ need of the client coordinate to implement process/ systems in custody/ FA systems to suite the needs.

Meet revenue targets - Fee, CDAB, AUC & Fx and ensure client stickiness.

Organize roadshows in collaboration with Big4 / Internal subsidiaries / Tax Consultant.

Business Analysis & Management Reports Preparation.

Manage client’s requirements.

**Qualifications**
- Any master’s degree with experience of 8-12+ years in custody business.

**Role Proficiencies**:

- Positive and collaborative attitude with good communication skills
- Thorough with SEBI regulations & policies related to Custody & Capital market Products.
- Ability to provide solutions to the clients balancing compliance & Risks
- Proactive in learning & self-development.
- Client and MI facing role and meeting day to day need of the client and ensure excellent service delivery.
- Solution oriented Team player

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