Main Duties & Responsibilities
Source New Business, expand and retain existing client relationships with a focus on global custody business, to increase market share and profitability.
Ensure financial and business growth targets assigned are achieved.
Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
Responsible for managing designated portfolio of clients through continuous reviews and identification of client needs.
Provide service to customers about account information, and queries raised.
Facilitate problem resolution with specialized units.
Contract review and negotiation with current and potential clients.
Source and prepare tenders / presentations for potential business opportunities.
Ensures all client KYC/AML documentation is up to date.
Identify and manage the risks associated with global custody services business.
Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
Work closely with the Client investment committees and Fund secretaries to bolster good working relationship.
Ensure that all Custody Reports are submitted to clients as per SLA timelines.
Responsibility for resolution of audit matters for custody services clients.
Ensure billing and collection of revenue for custody services rendered
Maintain high leve