Sales Coverage Support Analyst

Job Title: Sales Coverage Support Analyst

In Scope of Position based Promotions (INTERNAL only)

Corporate Title: Analyst

Location: Mumbai, India

Role Description

• Work in wealth management division which caters to HNI and UHNI Clients including individuals and non individuals.
• Mainly responsible to handle the client servicing /execution /documentation and logistics related to client's investment portfolio across investment products like mutual funds, PMS, AIFs etc. This would include filling forms, handling daily transactions, arranging for statements, awareness of cut-off timings, working knowledge of various types of mutual funds and PMS.
• Client facing role requiring interaction with the client and/or their office

What We'll Offer You

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your Key Responsibilities

• Work closely with the Relationship Managers (RM) and Account Managers (AM) to service client relationships.
• Involves supporting the AM/RM in managing the day to day requirements of clients – related to the client's investment portfolio (mutual fund transactions / PMS onboarding and transactions/ 3rd party investment products etc). Coordinating with the mutual fund houses and 3rd party investment product providers for statements, capital gain reports, dividend reports etc.
• Assist in filling the investment related forms and transaction requests.
• Send the duly filled investment forms for client signatures, scrutinize client signed forms to check they are complete and correctly filled and signed, arrange to submit the forms in time for processing, follow up to check status & resolve any queries raised.
• Handle client queries related to the investment portfolio with DB, transaction processing, sharing statements etc.
• Coordinate with internal and external teams to ensure processing of WM transactions.
• Assist the person will also be involved in supporting the AM/RM in managing the day to day requirements of clients – related to banking transactions (managing NEFT / RTGS), statement requests etc.
• Additionally, if the person has some experience / knowledge in handling lending transactions would be beneficial.

Your Skills and Experience

• Good knowledge of handling investment related transactions and servicing clients for investments in mutual funds, PMS etc. Knowledge of investment related paperwork, KYC, investment cut-off timings etc.
• Prior experience of interaction with the various Mutual Fund houses/PMS providers for documentation/transaction related queries etc would be an advantage.
• A working knowledge of banking products will be an advantage.
• Good communication and fluency in English is essential (verbal and written).
• At least 5 years' experience in the financial services industry preferably in wealth management or priority/private banking.
• Basic knowledge of banking. Added advantage if they also have some overview and knowledge of lending products.
• Basic knowledge of MS word, excel
• Experience in front office/client interaction

How We'll Support You

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits that you can tailor to suit your needs.

About Us and Our Teams

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.