129 Transaction Management Jobs - Page 6

You are a strategic thinker and passionate about driving solutions, you have found the right team. As a Reference Data Specialist in Merchant Services, youll provide operational support within our Corporate Investment Bank Line of Business. Youll be responsible for ensuring that all aspects of documentation management for clients are completed timely. Any exceptions and client/stakeholder inquiries are resolved quickly. You are expected to actively participate in the training sessions to understand the product and process flow/s. Therefore, you will focus on being able to function with minimal dependency on the team. You will be expected to partner with your stakeholders to service the clients. Additional responsibilities may include managing daily regulatory reporting tasks and remediation activities, implementing templates in documentation system for operational use, implementing of templates in e-signature platform, testing in UAT /PROD etc. Job responsibilities Execute tasks assigned in a timely manner Ensure that all aspects of transaction management for clients are completed on time and resolve exceptions and client inquiries. Innovate on process improvement and automation. Manage assigned tasks independently with little or no supervision. Manage daily regulatory reporting tasks and remediation activities, as well as process improvement. Demonstrate excellent client focus and customer care working practices and maintain a strong sense of ownership and responsibility. Required qualifications, capabilities and skills Bachelor s degree required and Proficient with MS Office (Excel, Word, PowerPoint, Outlook, etc.) Minimum 2+ experience in Banking. Knowledge on financial services industry, products, and processes with strong analytical skills Strong understanding of the legal language to interpret the documents provided and impact to the Firm Willingness and flexibility to work during US hours Have a control mindset and be alert to issues and risks that have impact on process or to the organization Attention to detail and ability to perform tasks with high degree of accuracy

About The Role : Job TitleAssociate Customer Service Trade Finance LocationBangalore, India Role Description Relationship &Transaction Management (RTM) team in Corporate Bank is the Center of Excellence for Client Service/ Front office roles and is the central hub for nearshoring Corporate Bank business for APAC, EMEA & Americas. This team ensures delivery of the entire range of financial products and services to Corporate clients of the Bank. As part of Trade Finance team in RTM, the role involves rendering top quality support to Corporate clients in the US for transactions related to Trade/Trade Loans/ Supply Chain Finance, Conducting product-based training for clients and session/demos on our applications, Setting up/ service of supply chain Finance module & Risk Management solutions. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll 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 Trade Transaction coordination both internally (with operations, compliance, product, and other internal stake holders) as well as engage with clients to ensure seamless execution of trade transaction to the satisfaction of client. Work with senior bankers on analysis and development of transaction ideas, structuring of solutions for trade finance & discussions with clients for enablement of these solutions. Support clients with regulatory guidance and inputs on Trade Finance including Central Bank Directives, Country specific regulatory guidelines. Facilitate clients to execute different types of TF documentation - Trade Flow transactions, Documentary Credits/Guarantees, and other trade products. Static data maintenances on TF & other related platforms Conduct regular client service review and identify areas of improvement as well as Dip Stick Survey on service excellence. Assisting in data extraction/MIS preparation for clients & other key stakeholders Promote digital solutions and enable implementation of these solutions to Corporate clients Work as an integral member of deal teams on mandated Trade Finance transactions. Engage with stakeholders for compliance and Audit requirements. Work closely with TF operations, Product and Compliance to streamline processes, facilitate MI and Analytics Strong understanding of Loan documentation, loan bookings and post loan booking processes. Your skills and experience Desired backgroundPost Graduate with more than 6 years experience in Trade Finance roles Comprehensive knowledge of Banking products in General and Trade finance & Lending in particular Extremely strong written and verbal communication skills Driven and motivated to work under tight timelines, and US business hours Extremely diligent and hardworking to efficiently manage deadlines across multiple transactions Excellent skills in using MS Office Power point and Excel Strong academic background. 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: 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. 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.

About The Role : Job TitleClient Implementation Specialist, AS LocationBangalore, India Role Description Transactional FX is a high-profile joint venture between the Corporate Bank (CB) and Investment Bank (IB). Transactional FX team is responsible for delivering one of the fastest growing revenue streams in CB & IB by providing market leading FX workflow solutions to clients. Transactional FX leverages the firms position as a market leader in CB and offers variety of standard and bespoke FX solutions to solve for clients FX workflow needs. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll 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 The role focuses on the end-to-end implementation process of TFX solutions on both the CB and the IB side of the setup. The implementation/project manager has full responsibility for the end-to-end execution of FX4Cash implementation deals for CB clients. The deals may include customized client business requirements, testing coordination, training/coaching (internally and externally) and the setup of highly technical products in multiple phases. In addition, support might need to be provided to other implementation responsibilities, e.g., client migration projects. In addition to this, role requires candidate to be able to understand business economics and drive commercial initiatives, track business performance, run analytical models to find opportunities, perform product management & risk control activities. The TFX Specialist role Relationship and Transaction Management (RTM) includes the following: Manages implementation pipelines and progress efficiently and effectively. At the same time, communicates and conducts regular status reviews/meetings and ensures that the implementation meets the agreed milestones and clients expectation. Manages migration projects incl communication with stakeholders. Establish, develop and cultivate relationships between the various stakeholders (implementations, support groups, sales, PSS) Identifies and manages/resolves potential issues and risks. Ability to effectively interface with people at multiple levels in the organization. Responsible that all task deliverables are met in a timely fashion. Create and manage project plans for high value deals Produce management reporting and performance tracking, business KPIs Ability to manage more than one project and multiple delivery dates at a time. Become the Center of Competence for Transactional FX. Give assistance and support on any question/queries on Implementation process. Work effectively in a matrix environment in a global organization. Comply with all DB policies and procedures Key Interactions Provide indicative list of key interactions that the role requires on a daily basis, including seniority (e.g., interactions with IT development teams, interactions with senior traders D & MD levels, interactions with sales teams, interactions with analysts / associates on trading desks etc.) Interactions with Regional business heads at MD level Interaction with CB product management function at D and VP level Interaction with CB product specialist function at D and VP level Interaction with Sales/Coverage at D and VP level Your skills and experience PERSON SPECIFICATION Technical Skills: Analytical and process driven with structured work ethics Ability to understand complex technology structures to be able to understand various systems and set ups involved. Excellent office skills to include experience with MS Word, Excel, and PowerPoint Good conceptual grasp of FX payments, pricing and market terminology Knowledge of Corporate cash management and general correspondence banking. Knowledge and experience in analytical tools like Tableau would be added advantage. Experience in Implementation or operations would be added advantage. Behavioral Skills: (e.g., communication skills) Strong English skills required. Ability to converse clearly with regional and global business managers. Strong customer orientation and service vision with sense of urgency Ability to work independently, as well as in a team environment, prioritizes multiple tasks, and meets strict deadlines. Excellent interpersonal, communication skills and problem-solving skills Experience of working in KPI-driven, performance-metric focused, timeliness and quality focused environment Strong organizational skills and high attention to detail 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

Key Skills: - Financial Management: Understanding of Workday Financials fundamentals, financial accounting setup, and organizational structures - Reporting: Knowledge of Workday reporting, including standard reports, Express reports, and report writing - Transaction Management: Ability to employ transactions in Workday and manage financial processes - Security and Compliance: Understanding of security policies and business processes - Analytical and Problem-Solving Skills: Ability to analyze financial data, identify issues, and optimize financial operations Job Roles: - Finance Professionals: Enhance skills in Workday Financials to advance careers in finance - Accountants: Manage and optimize financial processes using Workday Finance - Business Analysts: Streamline financial operations and improve efficiency - Workday Consultants: Specialize in financial management and implementation requirement