Coverage Support Analyst (IPR / KAM Support)

2 - 6 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Coverage Support Analyst (IPR / KAM Support) at Deutsche Bank in Pune, India, you will play a key role in advancing and promoting DWS active, passive, and alternatives strategies across intermediary wealth channels. Your responsibilities will include: - Collaborating with internal business partners such as platform distribution, sales, marketing, legal, and finance to execute business plans effectively. - Assisting Relationship Managers in developing and implementing engagement strategies using available advisor data. - Establishing strong partnerships with members of the Wholesale Distribution team. - Supporting team projects and initiatives for the Relationship Management team. - Managing product availability guides, COI listings, and client market outlooks. - Utilizing the internal system (Seismic) for key account information and field sales access. - Serving as a point of contact for KYC efforts in coverage of small BDs and IBDs. - Handling marketing approvals, maintaining approval grids, and submitting DDQ and RFIs for client due diligence analysts. - Ensuring quality control, maintaining records, and generating reports using the CRM reporting system (Salesforce). Qualifications required for this role include: - Proficiency in computer and data management skills. - Experience with Excel, Word, PowerPoint, and Salesforce CRM is preferred. If you join Deutsche Bank, you will be part of a culture that values empowerment, responsibility, commercial thinking, initiative, and collaboration. The company fosters a positive, fair, and inclusive work environment where employee successes are celebrated. You will have access to training, development opportunities, flexible working arrangements, coaching and support from experts in Germany & Pune, and a continuous learning culture to aid in your progression. As a Coverage Support Analyst (IPR / KAM Support) at Deutsche Bank in Pune, India, you will play a key role in advancing and promoting DWS active, passive, and alternatives strategies across intermediary wealth channels. Your responsibilities will include: - Collaborating with internal business partners such as platform distribution, sales, marketing, legal, and finance to execute business plans effectively. - Assisting Relationship Managers in developing and implementing engagement strategies using available advisor data. - Establishing strong partnerships with members of the Wholesale Distribution team. - Supporting team projects and initiatives for the Relationship Management team. - Managing product availability guides, COI listings, and client market outlooks. - Utilizing the internal system (Seismic) for key account information and field sales access. - Serving as a point of contact for KYC efforts in coverage of small BDs and IBDs. - Handling marketing approvals, maintaining approval grids, and submitting DDQ and RFIs for client due diligence analysts. - Ensuring quality control, maintaining records, and generating reports using the CRM reporting system (Salesforce). Qualifications required for this role include: - Proficiency in computer and data management skills. - Experience with Excel, Word, PowerPoint, and Salesforce CRM is preferred. If you join Deutsche Bank, you will be part of a culture that values empowerment, responsibility, commercial thinking, initiative, and collaboration. The company fosters a positive, fair, and inclusive work environment where employee successes are celebrated. You will have access to training, development opportunities, flexible working arrangements, coaching and support from experts in Germany & Pune, and a continuous learning culture to aid in your progression.

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Deutsche Bank logo
Deutsche Bank

Banking and Financial Services

Frankfurt

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