Product & Transaction Analytics - Fintech Client Risk Analytics, AVP

Deutsche Bank; Mumbai City; On-site; INR 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Best in class leave policy

Gender neutral parental leaves

100% reimbursement under childcare

Sponsorship for certifications and教育

Employee Assistance Program

Hospitalization Insurance for dependes

Accident and Term life Insurance

Health screening for 35+

Job summary

Deutsche Bank’s Wealth Management division in Mumbai is seeking an Assistant Vice President for Product & Transaction Analytics with a fintech client risk analytics focus. The role centers on managing client relationships, processing investment and banking needs, and assisting with onboarding and reporting.

The ideal candidate has deep knowledge of banking and investment products, strong communication skills, and at least 8 years in financial services, preferably in wealth management or private

Qualifications

• Must be well versed with banking and investment products; knowledge of lending products is advantageous.
• Strong verbal and written communication skills are essential.
• Minimum 8 years experience in the financial services industry, preferably in wealth management or private banking.

Responsibilities

• Collaborate with Relationship Managers to manage and grow client relationships.
• Communicate with clients about investments, lending, and banking needs; back up RM effectively.
• Support client onboarding, account changes, remittances, KYC, and related documents; liaise with Product for pitches and marketing materials.
• Ensure timely internal reporting and oversee the Service Assistant desk operations.

Skills

Banking and investment products

Communication skills

AI tooling for productivity

Wealth management experience

8+ years experience in financials

Job description

Job Description:

Job Title: Product & Transaction Analytics - Fintech Client Risk Analytics

Corporate Title: Assistant Vice President

Location: Mumbai, India

Role Description

Wealth 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 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

• Work closely with RMs to manage and grow existing relationships
• This 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 reporting
• Oversee 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 queries
• Engage 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 experience

• The 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 banking

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.