Custody Product and Sales Manager

Duties and Responsibilities :

• Manage custody-related sales and product management in accordance with applicable laws and regulation, the Bank's policies and related risk management policies and programs.
• Assist in the preparation of long, medium and short-term custody business and product marketing plans in accordance with the Bank's business strategies.
• Assist in the maintenance of Product-related standard documentation and provide sales support / Request for Proposal (RFP) input where required.
• Maintain custody account relationships, provide after-sales service, organize regular client service reviews, assist in collecting client feedback, keep abreast of client demands for custody services, and comment on client-related workflows.
• Manage satisfactory relationship with clients; collaborate with operational and middle office teams to ensure effective resolution
• Cross-sell other products and services of the Bank
• Engage in client on-boarding and due diligence process
• Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client calls and perform service quality check-in calls to clients.
• Cross-sell other products and services of the Bank

Job Specifications :

Work schedule : Dayshift

Work set up : On-site

Location : BGC, Taguig