Senior Associate, Generalist, Client Services, SME Banking, Institutional Banking Group

DBS Bank Ltd; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

DBS in Mumbai is seeking a Senior Associate, Generalist in Client Services for SME Banking. The role focuses on end-to-end maintenance coordination, signatory updates, and IDEAL platform support to ensure seamless transaction processing for institutional clients.

You will liaise with clients and internal teams, handle manual transactions, and provide timely updates while upholding high standards of service and accuracy.

Qualifications

• Experience in client services, transaction banking, or operations within Institutional or SME Banking.
• Knowledge of trade finance (BG), payments (RTGS/NEFT), and account maintenance.
• Familiarity with corporate online banking platforms, IDEAL is advantageous.

Responsibilities

• Manage end-to-end maintenance coordination: signatory updates, IDEAL setup, account openings, name/address changes, GST maintenance.
• Coordinate with dispatch and runner services for timely document handling.
• Process manual transactions: FD creation, BG/DD issuance, cheque requests, RTGS/NEFT/A2/A1 payments.
• Liaise with clients and internal teams to ensure smooth processing and queries resolution.
• Provide month-end conversion updates to customers and support IDEAL onboarding and troubleshooting.
• Deliver high-quality client service to SME Banking clients and uphold service standards.

Skills

Client services

Transaction banking

Coordination

Attention to detail

Communication

Education

Degree or diploma in Business/Finance

Tools

IDEAL platform

Job description

Senior Associate, Generalist, Client Services, SME Banking, Institutional Banking Group### Senior Associate, Generalist, Client Services, SME Banking, Institutional Banking GroupApply: Mumbai: Full time: Posted Today: End Date: November 6, 2026 (2 days left to apply): WD90259**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