Sales Coverage Support Analyst, NCT

Reposted 8 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Financial Services
The Role
The role involves supporting Relationship and Account Managers in managing client banking transactions, KYC processes, and client query resolution, requiring at least 5 years of experience in financial services, specifically wealth management or private banking.
Summary Generated by Built In
Job Description:

Job Title: Sales Coverage Support Analyst

Corporate Title: NCT

Location: New Delhi, India

Role Description

  • The candidate must be well versed with kyc, banking, trade and lending products. A working knowledge of investment products will be advantageous.
  • Good communication is essential (verbal and written)
  • Atleast 5 years’ experience in the financial services industry preferably in wealth management or priority/private banking.

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 the Relationship Managers (RM) and Account Managers (AM) to service client relationships.
  • Involves supporting the AM/RM in managing the day to day requirements of clients – related to banking transactions (managing NEFT / RTGS) , foreign currency transactions ( managing inward remittances / outward remittances) , trade trxns ( handling export / import transaction processing ) etc.
  • Assist in processing banking related client documents - filling the account opening forms and transaction requests.
  • Assist in processing KYC reviews for clients – checking KYC documents, maintaining KYC tracker, filling related forms , interacting with the clients in a few cases etc.
  • Send the forms for client signatures, scrutinize client signed forms to check they are complete and correctly filled and signed, arrange to submit the forms in time for processing, follow up to check status & resolve any queries raised.
  • Handle client queries related to bank balances, transaction processing, sharing statements etc.  
  • Co ordinate with internal teams across the bank to ensure processing of WM transactions.
  • Additionally , if the person has some experience / knowledge  in handling investment transactions (in mutual funds, PMS, structures etc.) it would be beneficial.

Your skills and experience

  • At least 5 years experience in the investment/banking industry, preferably in wealth management or priority/ private banking.
  • Fluent in written and spoken English
  • Basic knowledge of banking
  • Basic knowledge of MS word, excel
  • Experience in front office/client interaction
  • Additional knowledge of various types of mutual fund schemes, cut-off timings etc. would be beneficial. 

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.

Skills Required

  • At least 5 years experience in the investment/banking industry
  • Fluent in written and spoken English
  • Basic knowledge of MS Word and Excel
  • Experience in front office/client interaction

Deutsche Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.

  • Healthcare Strength Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
  • Leave & Time Off Breadth Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
  • Retirement Support Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.

Deutsche Bank Insights

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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