Job Description:
Job Title: Product & Transaction Analytics - Fintech Client Risk Analytics
Corporate Title: Assistant Vice President
Location: Mumbai, India

Role Description
Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.

What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,
• 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 RMs to manage and grow existing relationships




• This involves building a rapport with the clients and understanding their requirements.
• Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related -
• Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
• Support RMs in material /documents required for current client acquisition – liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material.
• Ensure timely completion of internal reporting
• Oversee Service Assistant desk – the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules.
• Resolve client queries
• Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relations

📌 Product & Transaction Analytics - Fintech Client Risk Analytics, AVP (Mumbai)
🏢 Deutsche Bank
📍 Mumbai