Client Service Manager (CSM) ? Trade and Cash
At a glance
Manager-level Customer Success role at Dbs. Vikhroli · full-time.
Pay not stated Customer Success salary
growthroles summary, based on the employer's posting.
What you'll do
- Serve as the client’s main contact for Trade Finance transactions, offering guidance and handling questions
- Coordinate with branches, Relationship Managers, and internal teams to resolve trade issues quickly
- Take ownership of customer transactions from initiation through completion
- Track your KPIs and KRIs against group standards while managing daily processes and metrics
- Handle complaints and enquiries, and support the team with guidance and risk controls
What you bring
- At least five years handling Trade Finance products in a work setting
- Working knowledge of Documentary Letters of Credit, Standby Letters of Credit, Bank Guarantees, reimbursements, fund transfers, and SWIFTs
- Strong customer management and business orientation, with the ability to manage Trade Finance queries
- A graduate or postgraduate qualification with relevant Trade Finance unit experience
Who this fits
This role suits someone experienced in Trade Finance operations who can advise clients, manage stakeholder relationships, and oversee transactions end to end. You’ll work from Vikhroli in a regular, full-time operations position.
From the employer
Business Function
Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Job Purpose
- Client Servicing for Trade Finance Operations
Key Accountabilities
- Client servicing and handholding of Trade Finance transactions. Incumbent would be the single point of contact for the client for all trade transactions
Job Duties & Key Requirements
- Capable managing the Customers and handling queries for Trade Finance products
- Strengthen relationship with the various stake holders like branches, Relationship Managers and internal teams to resolve all trade queries and issues promptly
- Own the Customer Transaction end to end
- Ensure that the self KPI’s and KRI’s are managed and maintained as per the group’s expected standards
- Advise the client on the trade transactions
- Handling all types of customer complaints, enquiries Queries. regarding any clarification with respect to trade transactions
Required Experience / Competencies
- Should have working knowledge of various Trade Products related to Documentary Letters of Credit, Standby Letters of Credit, Bank Guarantee, Bank-to-Bank Reimbursements, Fund Transfer, and Swifts
- 5+ years of Work Experience in handling the Trade Finance products
- Excellent Client / Customer management skills, business orientation
- To manage processes and metrics on a day to day basis
- To provide proper guidance and support to the team as required, capability to identify areas of risk and ensure proper mitigates and controls are put in place
Education / Preferred Qualifications
- Graduate / Post-Graduate with relevant work experience in working in the Trade Finance Unit and handling of all the Trade Finance Products
DBS India - Culture & Behaviours
- Drive Performance Through Value Based Propositions
- Ensure Customer Focus by Delighting Customers & Reduce Complaints
- Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation
- Enhance Knowledge Base, Build Skill Sets & Develop Competencies
- Invest in Team Building & Motivation through Ideation & Innovation
- Execute at Speed While Maintaining Error Free Operations
- Develop a Passion for Performance to Grow Talent Pool
- Maintain the Highest Standards of Honesty and Integrity
Location:
VikhroliJob:
OperationsSchedule:
RegularEmployee Status:
Full time
Customer Success work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Customer Success
Find me workBy the team behind growthroles.