Coordinate with dispatch and runner services for timely document pickups and deliveries.
Facilitate manual transactions, including Fixed Deposit (FD) creation, Bank Guarantee (BG) issuance, Demand Draft (DD) issuance, cheque…
Education
Diploma
Must-have skills
Customer ServiceTrade Finance
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Job description
Business Function
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.
Responsibilities
Manage end-to-end maintenance coordination, including signatory updates, IDEAL setup, additional account openings, name/address changes, and GST number maintenance.
Coordinate with dispatch and runner services for timely document pickups and deliveries.
Facilitate manual transactions, including Fixed Deposit (FD) creation, Bank Guarantee (BG) issuance, Demand Draft (DD) issuance, cheque requests, and manual RTGS / NEFT / A2 / A1 payments.
Liaise and coordinate closely with clients and internal teams to ensure seamless transaction processing and query resolution.
Provide timely month-end conversion updates to customers.
Support clients on the IDEAL digital banking platform, assisting with onboarding, maintenance, and troubleshooting.
Deliver high-quality client service to SME Banking clients, ensuring prompt resolution of issues and adherence to service standards.
Requirements
Prior experience in client services, transaction banking, or operations within Institutional or SME Banking.
Sound knowledge of banking products and processes, including trade finance (BG), payments (RTGS/NEFT), and account maintenance.
Familiarity with corporate online banking platforms, with prior experience in IDEAL being highly advantageous.
Strong coordination, multitasking, and organizational skills to manage daily operational tasks and dispatch services.
Excellent communication and interpersonal skills to build strong relationships with clients and internal stakeholders.
High level of accuracy, attention to detail, and problem-solving capabilities.
Degree or diploma in Business, Finance, or a related discipline.
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Location:
Mumbai
Job:
Customer Service
Schedule:
Regular
Employee Status:
Full time
Key skills
Required
Customer ServiceTrade Finance
Soft skills
Attention to DetailCommunicationInterpersonal SkillsMultitaskingOrganizational SkillsProblem Solving
Most Accounting & Finance Jobs posts in Mumbai ask for 3–6 years of experience (46% of 308 that say).
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Questions about this job
What is the salary for this Senior Associate, Generalist, Client Services, SME Banking, Institutional Banking Group job?
The post does not state the pay. As an estimate, comparable posts on CoreHRx advertise ₹5.3L – ₹12L a year (typical for Accounting & Finance Jobs in Mumbai, 54 posts).
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Senior Associate, Generalist, Client Services, SME Banking, Institutional Banking Group
Mumbai
1
Full time
₹5.3L – ₹12L a year (estimate, typical for Accounting & Finance Jobs in Mumbai, 54 posts)