Job Description:
Job Title- Discretionary Portfolio Management (DPM) Product Specialist, AS
Location- Mumbai, India

Role Description
• The Managed Solutions – Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing good quality content for the DPM team.
• The team members will be expected to prepare pre-sales and post sales material for the DPM team in the USA.
• This also provides an excellent chance to work with portfolio managers as well as sales team to provide client centric materials.

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




• Produce marketing materials for DPM teams and update them as required

• Performance reporting, update pitchbooks and newsletters

• Produce pitches for tailored mandates

• Keep templates updated as per branding and compliance requirements

• Make marketing materials available on relevant platforms/intranet pages in a timely manner

• Engage with multiple stakeholders to gather data and provide output of optimum quality

• Identify inconsistencies in the data or processes, if any and escalate if necessary

Your skills and experience
• Minimum post graduate degree with focus on Finance, Management or similar. CFA / FRM / CA will be preferred

• Understanding of global capital markets and discretionary portfolio management business

• Working in the financial services industry with prior experience with advisory solutions or discretionary management teams

• Advanced knowledge of MS Excel and Powerp

📌 Discretionary Portfolio Management (Mumbai)
🏢 Deutsche Bank
📍 Mumbai