Assistant Vice President - Client Services Specialist

Deutsche Bank; Gurugram District; On-site; INR 1,800,000 - 2,600,000; Full time

Benefits offered by this job

Leave policy

Parental leaves

Childcare reimbursement

Certifications sponsorship

Employee assistance program

Health insurance

Job summary

Deutsche Bank in Mumbai seeks a Senior Private Banking Advisor to uphold service standards, compliance and security. You will back the service head, manage KYC/AML audits and lead a team to enhance cross-sell opportunities across channels.

The role demands extensive experience in banking operations, strong customer service skills, and the ability to ensure strict regulatory adherence while delivering premium client service.

Qualifications

• 10-15 years of banking experience in customer service and banking operations.
• Strong interpersonal skills and leadership ability.
• Knowledge of banking processes and day-to-day operations and rules.

Responsibilities

• Ensure adherence to internal and external guidelines (KYC, AML, audits).
• Monitor expenses, control costs, track waivers and lead management.
• Display regulatory circulars in the area.
• Accurate processing of account opening forms, MF applications, vouchers, custodianship rules and key management guidelines.
• Handle exceptions, deferrals and tracking.
• Review suspicious transactions and NR credits as per guidelines.
• Maintain clean Mystery Shopping Audit reports by internal and external auditors.
• Track, respond and close customer complaints within agreed TATs.
• Lead a team of Customer Service Executives and foster cross-sell within the service team.
• Collaborate with channels to ensure best-in-class service standards for area customers.
• Maintain access controls to cash/locker area.

Skills

Customer service excellence

Leadership

Regulatory compliance

Audit adherence

Cross-functional teamwork

Job description

Private Banking Senior Advisor, AVP Job Description

Job Title: Client Service Analyst Corporate Title: AVP Location: Mumbai, India

Role Description

Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too. Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors. Create a sales & service environment across service team Backup to service head

What we’ll offer you

• 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

• Ensure strict adherence to all internal and external guidelines (KYC & Money Anti Launderings, Audits)
• Ensure proper monitoring of expenses and controlling costs, waiver tracking & lead management
• Ensure proper display of all Regulatory Circulars in the Area
• Proper Accurate processing of all account opening forms MF applications Voucher Management, Rules of Custodianship, Key Management guidelines, are followed without any deviation
• Exception handling / deferral tracking and monitoring
• Suspicious transactions, large cash txn's, NR Credits are reviewed and the necessary process is followed as per the guidelines laid
• Ensure Area has a clean Mystery Shopping Audit report both by Internal as well as External auditors
• Ensure proper tracking, responses and closures of all Customer Complaints within the committed TAT's.
• Leading a team of Customer Service Executives and create a cross sell environment across the Service Team.
• Ensuring best in class service standards to all the Area customers by synergizing with all the channels in the Area
• Ensuring proper controls and access is maintained to the Cash / Locker Area at all times.
• Any suspicious transaction must immediate! be reported to the supervising officer

Your skills and experience

• Should have an experience of atleast 10-15 years in the Banking Industry wrt to Customer Service and Banking operations
• Should possess the skill sets to handle customer queries and keep upto customer commitments
• Should be well versed knowledge on Banking processes pertaining to day to day operations and rules
• Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit

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.html 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.

Experience Level Senior Level