Verified Job
Accounting - Finance
CRM Relationship Management Associate
Accounting - Finance
#281838
Remote / WFH
Job Description
Job Description:
Job Title - CRM - Relationship Management (Associate)
Location – Pune, India
Role Description
The Credit Risk Data Unit (CRDU) was created to bring together Credit Operations and Risk Close & Analysis functions with the aim to standardize data taxonomy and provide greater transparency on residual differences between Risk & Finance. A closer alignment on data management enables us to both report and manage Risk & Finance deliverables more efficiently and contributes to our goal of building a stronger and safer DB.
Relationship Management Team
The Relationship Management team, as part of the CRDU model is a dedicated team to create added value for the Credit Risk Management teams by aligning operations functions and processes with a dedicated Relationship Manager who will work closely with the respective CRM teams and CRM COO to manage enquiries as key contact, prepare and distribute reporting, support process efficiencies and end-to-end resolution of systemic issues, while providing regular communication with various departments within DB.
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
• Focus on processes of higher complexity and reporting, requiring detailed interpretation & understanding credit related information used to finalise the reports and presentations within the scope of the function
• Preparing, coordinating and distributing reports and perform quality control, including data analysis, evaluation and presentation of results in MIS
• Preparation and regular review of credit ratings, key figures and reporting for a defined portfolio (E.g.: Leveraged Structure, Real Estate etc.)
• Coordination of incoming enquiries and point of contact for the dedicated CRM team providing uniform communication to the relevant stakeholder
• Participation across Relationship Management team with other Relationship Managers to coordinate ongoing and regular progress, tracking of core issues identified by CRM ensuring that all issues are centrally and effectively coordinated and actioned, address root- cause issues and monitor progress
• Collaborate with the finance and credit risk change teams on strategic initiatives, assist with UAT testing for changes or enhancements to the respective risk systems
• Documentation of routine processes, following key guidelines within agreed procedures
• Coordinate and provide SME overview for audit requirements
• Lead a team and provide leadership/guidance on people management topics
• Processing of ad hoc enquiries within the scope of the standardised or non- standardised processes
Provide coverage for other CRDU Relationship Management team members
Your skills and experience
• Relevant work experience for min. 8 years in a Bank and/or in Credit Risk
• University degree (in Commerce, Economics, Finance, Business Administration)
• Detailed knowledge of DB Credit Risk or other DB Risk systems is beneficial
• People management experience (Preferred)
Competencies:
• Sound experience with regular data production and report creation tasks
• Proficient in English – verbally and in writing
• Very good MS Office skills in particular Excel and ideally Access
• Very good communication skills
• SQL, SAP BO Skills (Preferred)
Job Title - CRM - Relationship Management (Associate)
Location – Pune, India
Role Description
The Credit Risk Data Unit (CRDU) was created to bring together Credit Operations and Risk Close & Analysis functions with the aim to standardize data taxonomy and provide greater transparency on residual differences between Risk & Finance. A closer alignment on data management enables us to both report and manage Risk & Finance deliverables more efficiently and contributes to our goal of building a stronger and safer DB.
Relationship Management Team
The Relationship Management team, as part of the CRDU model is a dedicated team to create added value for the Credit Risk Management teams by aligning operations functions and processes with a dedicated Relationship Manager who will work closely with the respective CRM teams and CRM COO to manage enquiries as key contact, prepare and distribute reporting, support process efficiencies and end-to-end resolution of systemic issues, while providing regular communication with various departments within DB.
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
• Focus on processes of higher complexity and reporting, requiring detailed interpretation & understanding credit related information used to finalise the reports and presentations within the scope of the function
• Preparing, coordinating and distributing reports and perform quality control, including data analysis, evaluation and presentation of results in MIS
• Preparation and regular review of credit ratings, key figures and reporting for a defined portfolio (E.g.: Leveraged Structure, Real Estate etc.)
• Coordination of incoming enquiries and point of contact for the dedicated CRM team providing uniform communication to the relevant stakeholder
• Participation across Relationship Management team with other Relationship Managers to coordinate ongoing and regular progress, tracking of core issues identified by CRM ensuring that all issues are centrally and effectively coordinated and actioned, address root- cause issues and monitor progress
• Collaborate with the finance and credit risk change teams on strategic initiatives, assist with UAT testing for changes or enhancements to the respective risk systems
• Documentation of routine processes, following key guidelines within agreed procedures
• Coordinate and provide SME overview for audit requirements
• Lead a team and provide leadership/guidance on people management topics
• Processing of ad hoc enquiries within the scope of the standardised or non- standardised processes
Provide coverage for other CRDU Relationship Management team members
Your skills and experience
• Relevant work experience for min. 8 years in a Bank and/or in Credit Risk
• University degree (in Commerce, Economics, Finance, Business Administration)
• Detailed knowledge of DB Credit Risk or other DB Risk systems is beneficial
• People management experience (Preferred)
Competencies:
• Sound experience with regular data production and report creation tasks
• Proficient in English – verbally and in writing
• Very good MS Office skills in particular Excel and ideally Access
• Very good communication skills
• SQL, SAP BO Skills (Preferred)
