Role Description
• The candidate must be well versed with kyc, banking, trade and lending products. A working knowledge of investment products will be advantageous.
• Positive communication is essential (verbal and written)
• Atleast 5 years’ experience in the financial services industry preferably in wealth management or priority/private banking.
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 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 banking transactions (managing NEFT / RTGS) , foreign currency transactions ( managing inward remittances / outward remittances) , trade trxns ( handling export / import transaction processing ) etc.
• Assist in processing banking related client documents - filling the account opening forms and transaction requests.
• Assist in processing KYC reviews for clients – checking KYC documents, maintaining KYC tracker, filling related forms , interacting with the clients in a few cases etc.
• Send the 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 queri
📌 Portfolio Risk Analytics (Mumbai)
🏢 Deutsche Bank
📍 Mumbai
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