PIVOT's Client Engagement

Three Leading Custodians retained PIVOT's services for over 2.5 year each. Clients registered  over 250% growth in business, greater visibility, better  team developments 

 

Our initiatives for senior management included: Strategy dox for Board of Directors/ senior management; Vetting  concept paper for setting up of Custody services; advising on regulatory aspects; devising/review of Business plans, Revenue drivers, business transformation/ solutioning and set up; cross sell business opportunities; evaluating gaps in existing set up and determining solutions; developing strategic Business alliance; developing capability and resolving expert bandwidth issues; development of products (by segment); product mix, product enrichment, develop AIF Business, FA Product and services; Roadshows, set up FPI division, Governance structure including for projects, developing analytical tools, evaluation of Operational processes

Developing/Reviewing Sales Plan and strategies, Design and improve Sales and Marketing collaterals, brand positioning, developing sales team, developing market profiles and market updates, develop Market Intelligence, web-based delivery system, social media advisory, implement marketing related initiatives. Competition analysis, source FPI clientele, development of an effective Organizational structure; Identification and evaluation of resources, crystalizing Job description and profiles, training. Simplifying legal documents, agreements, SLAs, client welcome kits and checklist; Risk grid and compliance grids; ease of Onboarding process; developing stronger operational framework

 

Inducing Market Advocacy, Guidance for effective participating in Global surveys/awards, Thought leadership initiatives, Roundtables, Roadshows, Union Budget Calls, Crossborder Webinars and client reach initiatives etc., Oversee strategic meetings with Global Custodians and Investors, Custodian Bank related thought notes and meeting with SEBI, guidance /assistance wrt winning  Key awards; NEMA participation, Network Management

 

Escrow Framework; Indian Global Custody – Local Custody arrangement, Review and Due Diligence of the FA/ Custody/Billing software, review of the shared infrastructure wrt Custody, Clearing and Settlement, third party assessor for software packages, Collateral management MOU with BSE; putting together a integrated Cross- Border, Institution Process flow wrt Collateral management for the FPI segment 

Securities Services

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