Sales Coverage Support, Analyst

Job Title: Sales Coverage Support, Analyst

Location: Mumbai, India

Role Description

• Within PB, the client service team plays a constructive role in partnering with coverage in driving Key Business initiatives and RTB (Run the business) activities. Function ensures adherence to risk & control governance framework in line with Regulatory requirements / Internal policies /Audit standards; also involving front-to-back review of processes and scaling up of controls to address the gaps that are self-identified or highlighted by Regulators.
• The successful candidate will participate in and perform full spectrum of support activities for PB EM client service including collating, preparing, reviewing reports, and verifying accurate submissions in a timely manner.

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

• Provide day to day Client servicing of both external and internal Clients by researching account and transaction records to resolve basic discrepancies, and answer questions, process transactions for Clients or provide documentation on Client activities.
• Respond to Client requests and inquiries in a timely and accurate manner.
• Facilitate Client directed transactions incl. wires, research requests and assist with account maintenance.
• Prepare customized reports / summaries as needed.
• Organize and maintain files, correspondence and records in accordance with policy.
• Perform account opening for Clients and assist Product Teams such as Discretionary Portfolio Management (DPM) in managing and servicing their client s transaction and account opening needs.
• Adhering to all regulatory policies and operating procedures, responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media (HRM) Policy.
• Support client requests for trade processing and payments processing in a timely manner
• Management of Term sheets and Factsheets, Prepare the SWIFT and sent to SDC for outward security transfers, Internal security transfers / LOU / Legal, Trade Related Control Team Reconciliation responses etc.

Your skills and experience

• University graduates and candidates with a minimum of 2-3 years of relevant experience.
• Experience in risk / compliance / control functions in Private Banking/ Wealth Management would be added advantage
• Keen learner and quick adapters of change and good team player
• Self-initiative and to be able to manage and deliver with time bound activities
• Willing to learn and take on additional scope of work with training
• Good communication skills (oral and written) and interpersonal skills.
• Good understanding of Wealth Management products and services and regulatory environment.

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

https://www. db. com/company/company. htm

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.