
Wealth Management
2 weeks ago
Location: Pune, India
Corporate Title: Associate
Role Description
The Associate will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate /Applicants needs to ensure team adherence to all cut-off times and quality of processing as maintained in SLAs. Needs to monitor volume inflow and assist in sufficient resource and workflow allocation in a justifiable manner. Candidate /Applicants should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. As a first line of defence individual shall be responsible to ensure all control gaps are addressed in timely manner and BAU controls are adhered to by the junior resources in 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
- Working on either of Loan Operations processes like - Deal Origination, Funding, Payments, Documentation & Collateral etc.
- Deal Origination/Account set up: Deal building for bilateral and Agented deal in Loan IQ system, Credit agreement documents validation, deal closing with Initial Funding, Upfront Fee, Amortization, Funding, loan booking, MFF, MCF and MGL.
- Amendment document validation and processing in Loan IQ system.
- Reallocation Notice review and processing in Loan IQ system.
- Updating / creating workflows and operating procedures to ensure that they remain up to date and implementing process improvements.
- Reviewing financial issues /breaks, Issues investigation, work with finance and treasury to prioritize resolution
- Ensure proper queue management and group email box queries handling. All requests for the day must be completed by self & team.
- Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process.
- To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes.
- Training team members and being first point of escalation for them regarding any process queries and issues
- Driving Process Improvement through innovation, and involvement of all.
- Regular connect with stakeholders to understand and prioritize business requirements.
- Effectively manage risk and foster a robust control environment.
- Managing volume peaks during peak season i.e. Month end, Quarter end etc.
- Ensuring all MISs and control evidences are produced, saved and shared as required by self & team.
- Prior experience in Wealth Management Ops and Deal origination/Loan Ops/servicing payment and finance is a must.
- Working knowledge of Loan IQ system is a must.
- Other systems/process knowledge preferred - Kondor, Swift & Payments systems, Loans Reconciliations
- Strong understanding of Bilateral and syndicated Loan products
- Needs to be a self-starter with significant ability to undertake initiatives.
- Strong interpersonal / good negotiations skills are required
- Follow through skills, Effective communication skills
- Fluency in Microsoft Office / Outlook / Sharepoint
- Ability and willingness to work in night shift is a must.
Graduates with good academic records. Total experience 6 years Plus in same industry and at least 3 years in Lending Operations is a must
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
Please visit our company website for further information:
We strive for a culture 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.
-
Wealth Manager
4 days ago
Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Wealth ManagerLocation: Pune, IndiaExperience Required: yearsEducation: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)Salary: Negotiable Based on experience and interview performanceIndustry: Wealth Management / Financial ServicesPosition Type: Full-timeJob Overview:We are seeking a highly experienced and...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India eFinserve Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...
-
Senior Wealth Manager
6 days ago
Pune, Maharashtra, India ElementSkill Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLocation: Mumbai, PuneRelevant work of experience 7+ into Wealth management and who can join within 30 daysAbout the RoleWe are seeking a highly motivated and experienced Wealth Management professional to join our team as Sr. Manager / Chief Manager / AVP. The role involves managing client relationships, providing financial advisory services, growing AUM,...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDesignation: Sr.Wealth ManagerJob Location:-Pune & NashikRequired :- Only Male candidateJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client...
-
Wealth Manager
3 days ago
Pune, Maharashtra, India The Placement Academy Full time ₹ 12,00,000 - ₹ 18,00,000 per yearName of Position : Wealth ManagerNo of Positions Vacant : 14 positions/finance departmentCompany Name : The Placement AcademyCompany Profile/ URL : Qualification : Need to be a finance or graduate/mba onlyRelevant Industry : Banking Industry / Finance IndustryJob Description / Responsibilities :The Wealth Manager will be responsible for acquiring new clients...
-
Wealth Management Associate
4 days ago
Pune, Maharashtra, India Mudaksh Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per yearResponsibilities:Manage client portfolios, provide exceptional service.Collaborate with sales team on new business opportunities.Maintain compliance standards at all times.Service to the existing clientsCold calling to acquire new clientsPerformance bonus
-
Relationship Manager
2 days ago
Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFounded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...
-
Portfolio Development Manager
1 week ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...
-
Senior Wealth Manager/ Consultant
6 days ago
Pune, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole Overview:We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role...