Product & Transaction Analytics - Fintech Client Risk Analytics, AVP

Deutsche Bank AG; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Benefits offered by this job

Leave policy (flexible)

Certification sponsorship

Employee Assistance Program

Comprehensive Hospitalization

Accidental and Term life Insurance

Health screenings

Job summary

Deutsche Bank AG in Mumbai seeks a Product & Transaction Analytics professional to manage and grow client relationships within Wealth Management, coordinating with RMs and product teams. The role emphasizes KYC, banking and investment requirements, and effective handling of client queries.

The candidate should have 8+ years in financial services, preferably in wealth management or private banking, with strong communication and a track record of leveraging AI to improve productivity and

Qualifications

• Well-versed with banking and investment products.
• Experience in wealth management or private banking is essential.
• Experience with lending products is advantageous.
• Proven ability to leverage AI tools to enhance productivity and workflows.

Responsibilities

• Work with RMs to manage and grow client relationships.
• Handle day-to-day client requests: account opening, changes, remittances, KYC, investments.
• Prepare materials for client pitches; collate reports and data; coordinate with Product team.
• Ensure timely internal reporting and manage the Service Assistant desk with branches and AMCs.
• Resolve client queries; engage with Compliance, Legal, DIIPL, Midoffice, PCC as needed.

Skills

Banking knowledge

Investment products

Communication skills

AI tools for productivity

Tools

AI tools

Job description

Job Description:Job Title: Product & Transaction Analytics - Fintech Client Risk AnalyticsCorporate Title: Assistant Vice PresidentLocation: Mumbai, IndiaRole DescriptionWealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.What we’ll offer youAs part of our flexible scheme, here are just some of the benefits that you’ll enjoy,Best in class leave policy.Gender neutral parental leaves100% reimbursement under childcare assistance benefit (gender neutral)Sponsorship for Industry relevant certifications and educationEmployee Assistance Program for you and your family membersComprehensive Hospitalization Insurance for you and your dependentsAccident and Term life InsuranceComplementary Health screening for 35 yrs. and aboveYour key responsibilitiesWork closely with RMs to manage and grow existing relationshipsThis 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 -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 reportingOversee 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 queriesEngage 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 experienceThe 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 bankingProven 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 youTraining 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 teamsPlease visit our company website for further information:https://www.db.com/company/company.htmlWe 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.