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

DBS Bank; Mumbai City; On-site; INR 600,000 - 900,000; Full time

Job summary

DBS Bank Ltd in Mumbai seeks a Customer Service professional to manage end-to-end maintenance coordination for SME banking clients. You will handle signatory updates, IDEAL setup, account maintenance, and payment transactions, delivering accurate service and timely responses.

The role requires prior experience in client services or transaction banking, strong communication, multitasking, and attention to detail.

Qualifications

• Experience in client services, transaction banking, or operations within Institutional or SME Banking.
• Knowledge of trade finance, payments, and account maintenance.
• Familiarity with corporate online banking; IDEAL experience is a plus.

Responsibilities

• Manage end-to-end maintenance coordination (signatory updates, IDEAL setup, account changes).
• Coordinate dispatch and courier for document pickups/deliveries.
• Handle manual transactions: FD, BG, DD, cheque requests, RTGS/NEFT/A2/A1 payments.
• Liaise with clients and internal teams for smooth processing and queries.
• Provide monthly conversion updates to customers.
• Support IDEAL digital banking onboarding and troubleshooting.
• Deliver high-quality client service to SME Banking clients.

Skills

Client services

Operations

Communication

Attention to detail

Organization

Education

Business/Finance degree

Tools

IDEAL platform

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.

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