Discretionary Portfolio Management (DPM) Product Specialist, AS

Deutsche Bank; Mumbai; Presencial; INR 900.000 - 1.500.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Best in class leave policy

Gender neutral parental leaves

Childcare assistance reimbursement

Industry certifications sponsorship

Employee Assistance Program (EAP)

Hospitalization Insurance for depende­

Accident and Term life Insurance

Health screening for 35 yrs and above

Descripción de la vacante

Deutsche Bank in Mumbai seeks a Discretionary Portfolio Management (DPM) Product Specialist to support the Managed Solutions team. You will develop marketing content and prepare pre-sales and post-sales materials for USA clients, partnering with portfolio managers and the sales team to deliver client-focused materials.

The role requires a postgraduate finance/management degree, strong Excel and PowerPoint skills, excellent communication, and the ability to work with limited supervision while

Formación

• Postgraduate degree in Finance, Management or related field.
• CFA/FRM/CA candidates preferred.
• Knowledge of global capital markets and discretionary portfolio management business.
• Experience in financial services with advisory solutions or discretionary management.
• Advanced MS Excel and PowerPoint skills.
• Excellent interpersonal and communication abilities.
• Ability to work with limited supervision and meet deadlines.
• Experience leveraging AI tools to enhance productivity.

Responsabilidades

• Produce marketing materials for DPM teams and update them as required.
• Prepare pre-sales and post-sales materials for USA clients.
• Update pitchbooks and newsletters and generate tailored mandates.
• Keep templates updated per branding and compliance requirements.
• Make marketing materials available on relevant platforms/intranet pages in a timely manner.
• Engage with stakeholders to gather data and ensure high-quality output.
• Identify data/process inconsistencies and escalate as necessary.

Conocimientos

Global capital markets understanding

Discretionary portfolio management

Advisory solutions experience

MS Excel

PowerPoint

Interpersonal and communication skills

Independent work under timelines

AI tools for productivity

Educación

Postgraduate degree in Finance/Management or related field

CFA/FRM/CA preferred

Herramientas

MS Excel

PowerPoint

Descripción del empleo

Job Title- Discretionary Portfolio Management (DPM) Product Specialist, AS

Location- Mumbai, India

Role Description

The Managed Solutions - Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing good quality content for the DPM team.The team members will be expected to prepare pre-sales and post sales material for the DPM team in the USA.This also provides an excellent opportunity to work with portfolio managers as well as sales team to provide client centric materials.

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

• Produce marketing materials for DPM teams and update them as required
• Performance reporting, update pitchbooks and newsletters
• Produce pitches for tailored mandates
• Keep templates updated as per branding and compliance requirements
• Make marketing materials available on relevant platforms/intranet pages in a timely manner
• Engage with multiple stakeholders to gather data and provide output of optimum quality
• Identify inconsistencies in the data or processes, if any and escalare if necessary

Your skills and experience

• Minimum post graduate degree with focus on Finance, Management or similar. CFA / FRM / CA will be preferred
• Understanding of global capital markets and discretionary portfolio management business
• Working in the financial services industry with prior experience with advisory solutions or discretionary management teams
• Advanced knowledge of MS Excel and Powerpoint is a must.
• Outstanding interpersonal and communication skills.
• Ability to work under limited or no supervision while adhering to timelines
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

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.