9088 Deutsche Investments India Private Limited

<html><body> <h2> Job Description: </h2> Job Title: Client-Facing Product & Solutions Specialist, VP Location: Mumbai, India Role Description<ul><li>Managing all the investment advisory mandates across India</li><li>Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.</li><li>Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.</li></ul> What we’ll offer youAs part of our flexible scheme, here are just some of the benefits that you’ll enjoy<ul><li>Best in class leave policy</li><li>Gender neutral parental leaves</li><li>100% reimbursement under childcare assistance benefit (gender neutral)</li><li>Sponsorship for Industry relevant certifications and education</li><li>Employee Assistance Program for you and your family members</li><li>Comprehensive Hospitalization Insurance for you and your dependents</li><li>Accident and Term life Insurance</li><li>Complementary Health screening for 35 yrs. and above</li></ul> Your key responsibilities<ul><li>Lead all product enhancements to improve overall product offering on an ongoing basis</li><li>To make a monthly newsletter entailing house view/s on all asset classes.</li><li>Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.</li><li>Provide updates and recommendations on investment portfolios</li><li>Look to increase share of wallet from existing clients and new advisory business mandates from prospects.</li><li>Manage ad hoc clients’ investment enquiries</li><li>Ensure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office </li></ul> Your skills and experience<ul><li>Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a must</li><li>Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred</li><li>Relevant local licenses and qualifications mandatory</li><li>Good understanding of private clients and U/HNW clients’ needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in India</li><li>Professional Integrity with excellent client-facing advisory & sales skills with proven track-record</li><li>Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates business</li><li>Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards client’s portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage client’s temperament good client relationship management skills Good interpersonal and communication skills</li></ul> How we’ll support you<ul><li>Training and development to help you excel in your career</li><li>Coaching and support from experts in your team</li><li>A culture of continuous learning to aid progression</li><li>A range of flexible benefits that you can tailor to suit your needs</li></ul> About us and our teamsPlease visit our company website for further information: <a href="https://www.db.com/company/company.html" target="_blank"> https://www.db.com/company/company.html </a>We strive for a <a target="_blank" href="https://careers.db.com/inside-deutsche-bank/our-culture">culture </a>in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.<div> <div> <div> <div>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.</div> </div> </div></div></body></html>

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