Sales Coverage Support Analyst
2 weeks ago
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 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 the client’s investment portfolio ( mutual fund transactions / PMS onboarding and transactions/ 3 party investment products etc). Co-ordinating with the mutual fund houses and 3 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. Co ordinate 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 is English is essential (verbal and written) Atleast 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.
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Sales Specialist, VP
2 weeks ago
Adyar, India Deutsche Bank Full timeDescription The Sales Specialist works with the Lead Salesperson to meet agreed sales and revenue targets. The Sales Specialist will generate detailed client / product knowledge, market knowledge and cultivate client relationships in order to generate sales opportunities. The Sales Specialist will work to develop deep understanding of the client need /...
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Sales Manager
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Adyar, India Deutsche Bank Full timeDescription Increase acquisition of target clientele across mortgage and loan against property segments. Responsible for new business acquisition through open market. Build and strengthen strong network of direct sales agencies in the market. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in...
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Sales Manager
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Adyar, India Deutsche Bank Full timeDescription Increase acquisition of target clientele across business instalment loan segments. Responsible for new business acquisition through open market. Build and strengthen strong network of direct sales agencies in the market. 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...
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Team Leader
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Adyar, India 0796 Deutsche Bank Aktiengesellschaft, Filiale New Delhi Full timeDescription The Team Leader for Asset Products will guide and motivate a team of banking professionals to drive the adoption, sales, and servicing of the bank's digital asset products (e.g., business loans, LAP & Working Capital). This role requires a blend of strong people management skills, a deep understanding of lending products, and a customer-centric...
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Customer Support Representative
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Adyar, Chennai, Tamil Nadu, India Winngoo UK Pvt Ltd Full time**Key Responsibilities**: - Resolve product or service problems by clarifying issues, determining the cause, selecting and explaining the best solution, and following up to ensure resolution. - Maintain detailed records of customer interactions, feedback, and complaints using the CRM system. - Escalate unresolved issues to the appropriate internal teams...
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Business Banking Manager, AVP
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Adyar, India Deutsche Bank Full timeDescription Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. What we’ll offer you As...
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Customer Support
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Adyar, Chennai, Tamil Nadu, India COLOR CONCEPTIONS Full timeMust be fluent in **English & Hindi** (Non-Negotiable). - Knowledge in social media, - 1-2 Yrs Exp on Customer Support. - **Creating and publishing content on all social media platforms, to grow an audience, build brand awareness, and ultimately, boost sales.**: - **Manages customer concerns with the objective of maintaining positive and happy customer...
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Business Clients Area Advisor, AS
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Adyar, India Deutsche Bank Full timeDescription Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best...
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Showroom Sales Executive
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Medical Representative
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Adyar, Chennai, Tamil Nadu, India Aiwo Limited Full timeOpenings for Medical Rep **Job Title**: Medical Representative (2-5 Years Experience) **Location**: Chennai, India **Job Type**: Full-time **Key Responsibilities**: - Promote and sell the company’s pharmaceutical products to doctors, pharmacists, and other relevant healthcare professionals in the Chennai region. - Conduct regular visits to healthcare...
