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Transaction Coordination Analyst

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Deutsche Bank

3mo ago

  • Job
    Full-time
    Senior & Expert Level
  • Customer Relations
    Banking & Finance
  • Mumbai

AI generated summary

  • You must have 6-9 years in client services within Securities Services, strong communication skills, be proactive, diligent, and proficient in MS Office. Project Management is a plus.
  • You will support clients with KYC and account queries, collaborate with onshore teams, manage escalations, prepare reports, and engage in continuous improvement projects for efficiency.

Requirements

  • Have a minimum of 6 to 9 years’ client services experience in the Securities Services business covering Custody & Clearing.
  • Possess excellent communication skills, inter-personal skills and be a strong team player
  • Be able to handle/address day to day client requirement/queries and liaise with both clients and internal stakeholders.
  • Be pro-active and able to resolve and respond to clients’ requests and issues within the agreed turnaround times.
  • Be diligent and ensure quick escalations on key client issues or matters requiring senior management attention.
  • Be independent, self-starter and able to liaise with clients and internal stakeholders including senior management when required. Be a strong and committed team player.
  • Be well-versed with MS-Office applications. Project Management experience will be an added advantage

Responsibilities

  • Provides support to clients on all Market Entry / On-Boarding / KYC, Account opening and Account Maintenance related queries applying the highest standards primarily for Securities Services clients.
  • Working knowledge on KYC/ Client Onboarding processes/ requirements.
  • Works closely with, but not limited to, onshore teams like Coverage, Sales, Product Managers and Operations to promote Corporate Bank/ Securities Services and resolve roadblocks that hinder closure of deals with thorough understanding of policies and compliance guidelines.
  • Liaises with overseas teams /clients to ensure globally / regionally consistent high standards in service solutions for clients.
  • To work on Adhoc projects required due to various reasons – Structure changes, Market requirements, efficiency projects etc.
  • Coordinates and aligns closely with onshore Implementation Team.
  • Escalates issues to onshore teams in timely manner to manage client expectation & relationship.
  • Work closely with onshore teams on E2E procedures and processes.
  • Prepares and provides MIS reports, internally / externally.
  • Contributes to Continuous Improvement activities leading to operational efficiencies.

FAQs

What is the job title for this position?

The job title is Transaction Coordination Analyst.

Where is this position located?

This position is located in Mumbai, India.

What is the required experience for this role?

A minimum of 6 to 9 years of client services experience in the Securities Services business covering Custody & Clearing is required.

What kind of team collaboration is expected in this role?

The role involves working closely with onshore teams such as Coverage, Sales, Product Managers, and Operations to promote Corporate Bank/Securities Services and resolve any roadblocks.

Are there any specific skills necessary for this position?

Yes, candidates should possess excellent communication skills, inter-personal skills, and be strong team players. Familiarity with MS-Office applications is also required.

Does the company offer any training and development opportunities?

Yes, the company provides training and development to help employees excel in their careers, along with coaching and support from experts in the team.

Is there a flexible leave policy?

Yes, the company has a best-in-class leave policy.

What types of insurance benefits are offered?

The company offers comprehensive hospitalization insurance, accident and term life insurance, and complementary health screening for employees aged 35 years and above.

Are parental leaves gender-neutral?

Yes, the company offers gender-neutral parental leaves.

Is project management experience beneficial for this role?

Yes, project management experience will be considered an added advantage for this role.

How does the company support work-life balance?

The company offers a range of flexible benefits that employees can tailor to suit their personal needs, supporting a healthy work-life balance.

Will there be opportunities for continuous improvement in this role?

Yes, the role involves contributing to continuous improvement activities aimed at achieving operational efficiencies.

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Deutsche Bank

Finance
Industry
10,001+
Employees
1869
Founded Year

Mission & Purpose

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.

Benefits

  • Home office flexible work time

    We support flexible working, whether that’s working from home, flexible working hours or even part-time working. However, it is important to note that opportunities will vary depending on your particular role.

  • Annual leave & more

    Employees are entitled to generous leave allowance (details should be discussed with local recruitment teams). Additionally, paid leave is granted for special events including, wedding/civil partnerships, compassionate leave, paternity leave or when you’re caring for a sick child. On top of the statutory 36 months of parental leave (Germany), Deutsche Bank offers an extra six months of parental leave – providing you have been with us for more than three years.

  • Support & Counselling

    Whether you need professional help or personal advice: Deutsche Bank offers a comprehensive support network ranging from career advice, mental health support, assistance in finding childcare or social care for the elderly.

  • Health insurance

    You can choose between statutory or a range of private health insurance options. Our statutory health insurance ‘Betriebskrankenkasse BKK’ is available exclusively to Deutsche Bank employees and their families. Aside from shorter waiting times for appointments, BKK provides access to expert medical consultations over the phone and regular health checks.

  • Sick pay

    Beyond statutory sick pay, Deutsche Bank will also cover the difference between your net salary and the statutory sickness benefit allowance. The duration of the sick pay will be dependent on the number of years you’ve worked with us.

  • Pension

    We understand that pensions can be a dry topic; however here at Deutsche Bank, we are dedicated to simplifying the complexities, so that all of our people can enjoy their lives beyond work. To provide a great foundation for your future, we provide our people with a comprehensive pension scheme that delivers all the security and all the flexibility you need.