Associate, Specialist, Client Services, Custody Svcs Operations, Corporate Banking, Technology and Operations
Core
Manage FX booking and custody operations for foreign institutional investors (FPIs, FDI, AIFs) in India, acting as the primary local contact for regulatory compliance and client service.
Role type
Associate Specialist, Client Services, Custody Operations
Builds
FX processing workflows and client account structures for custody clients
Domain
Banking, Custody Services, Foreign Exchange (FX)
Deliverable
client delivery
Required skills
FX operations, Foreign Investment regulations (FEMA), KYC of Funds, regulatory reporting (FC-GPR/FC-TRS), client relationship management, documentation management
Preferred skills
Securities Law knowledge, market guide preparation, revenue engineering support
Technologies
N/A
Responsibilities
Manage FX booking for custody clients in coordination with Treasury & Markets; Guide clients on documentation for FX processing and regulatory reporting; Liaise with SEBI, RBI, and Depositories to ensure compliance; Prepare custody circulars on market developments and regulatory updates; Conduct quarterly marketing events for intermediary channels; Ensure smooth account opening and transition of new business.
Seniority
Mid-level IC (3-5 years experience)