Sales Coverage Support Analyst - Associate

Deutsche Bank

7 - 9 years

7 - 9 Lacs

Bengaluru Karnataka India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Financial Service Compliance investment product

Work Mode

On-site

Job Type

Full Time

Job Description

Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements.
Managing day to day requirements of clients
- account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc
Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
Support RMs in material /documents required for new client acquisition
liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material.
Ensure timely completion of internal reporting
Oversee Service Assistant desk
the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules.
Resolve client queries
Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc.

Your skills and experience

The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous.
Good communication is essential (verbal and written)
Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking

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