Wealth management

2 weeks ago

Pune, Maharashtra, India Deutsche Bank Full time
Job Description

Wealth management - NCT

Position Overview

Job Title-Wealth management, NCT

Location- Jaipur, India

Role Description:

The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team.

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

- Review client account opening documentation as per regulatory and internal policies.
- Understanding of power of attorney processing and client onboarding controls.
- Participation in the sighting and distribution of incoming orders in the DO emergency
- Oversight on notifications preparation and timely client & business.
- Processing of securities orders such as

- Closure of accounts / deposits / investment products

- order registration/modification/deletion

- Collection of payment orders

- Editing lists

- settlement of internal deposits

- handling of written orders

- Support project team on all data migration projects.
- Bringing controls and efficiencies in existing process.

Your skills and experience

- German Language Proficiency B1.
- Good understanding of financial product and markets like Bonds, equities & other financial products.
- 2-4 years of experience in Security Services in any Private Banking.
- Hands on experience in reviewing client on-boarding documentation.
- Willing to work in Multiple/ rotational Shifts.

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

Please visit our company website for further information:

We strive for a 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.

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