Private Bank Operations US, AVP

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ID: 933699
Published 1 month ago by Deutsche Bank
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Private Bank Operations US, AVP

Job ID: R0391199
Full/Part-Time: Full-time

Regular/Temporary: Regular
Listed: 2025-06-06

Location: Pune

Position Overview

Job Title: Private Bank Operations US, AVP

Location: Pune, India

Role Description
• Individual will provide daily support and guidance to staff within the department and will work closely with Team, co-AVP’s and function head to transform the existing processes and act like a project manager.
• Responsible for ensuring that day to day operations function smoothly and issues are resolved for teams.
• Other responsibilities include preparation of Management reports and Departmental initiatives. AVP may also be responsible for other activities like BCM, Audits Controls, Process controls governance.
• You will be responsible for transitioning of any new process from formulating strategy, hiring people, working with onshore to get the training requirements in place and will play as SPOC to accomplish the smooth transitioning.

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
• Being a Transformation agent and project manager for whole Lending PB US Operations team across Jaipur Pune to invite ideas, review processes, initiate transformation projects in conjunction with Ops IT teams, execute the initiated projects on timely basis and demonstrate / present the efficiency achieved.
• Managing Loan Operations processes like – Deal Origination, Funding, Payments, Invoicing, Documentation Collateral etc.
• Managing Deal building, documents validation deal closing with initial funding
• Managing Services related activities, such as, Funding, Repricing, Rollovers, interest and principal payments, deal termination, pay off letter, past dues, and wire allocations.
• Reviewing workflows and operating procedures to ensure that they remain up to date and implementing process improvements.
• Reviewing regulatory requirements and ensure all regulation controls are implemented and followed.
• Reviewing financial issues /breaks, work with finance and treasury to prioritize resolution
• Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process.
• To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes.
• Be a change lead to support any platform change, process change projects initiated by the organization and make sure all deadlines are adhered to.
• Regular connect with stakeholders to understand and prioritize business requirements.
• Effectively manage risk and foster a robust control environment.
• Building a strong mechanism to take care of volume peaks during peak season ( If any)

Your skills and experience
• At least 5 years of Transformation and Project Management experience within Lending Operations domain preferable involving application Loan IQ
• Any Project management and Transformation Lead related education certifications would be a plus.
• Prior experience in Wealth Management Ops and Deal origination / Loan Ops/servicing payment and finance is a must.
• Strong understanding of Bilateral and syndicated Loan products.
• Good understanding of Operational risk in Lending business and ability to manage the same through proactive controls
• Hands on working knowledge of Loan IQ application
• Needs to be a self-starter with significant ability to plan and undertake process change initiatives.
• Strong interpersonal / good negotiations skills are required, leadership skills will be essential for this role.
• Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected.
• Ability to compile, analyze and present data in MIS form as needed for Management reporting.
• Ability and willingness to work in night shift is a must.

Experience/Exposure
• Graduates with good academic records.
• Total experience 10 years Plus in same industry and function is a must

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.htm

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. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Private Bank Operations US, AVP

Job ID: R0391199
Full/Part-Time: Full-time

Regular/Temporary: Regular
Listed: 2025-06-06

Location: Pune

Position Overview

Job Title: Private Bank Operations US, AVP

Location: Pune, India

Role Description
• Individual will provide daily support and guidance to staff within the department and will work closely with Team, co-AVP’s and function head to transform the existing processes and act like a project manager.
• Responsible for ensuring that day to day operations function smoothly and issues are resolved for teams.
• Other responsibilities include preparation of Management reports and Departmental initiatives. AVP may also be responsible for other activities like BCM, Audits Controls, Process controls governance.
• You will be responsible for transitioning of any new process from formulating strategy, hiring people, working with onshore to get the training requirements in place and will play as SPOC to accomplish the smooth transitioning.

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
• Being a Transformation agent and project manager for whole Lending PB US Operations team across Jaipur Pune to invite ideas, review processes, initiate transformation projects in conjunction with Ops IT teams, execute the initiated projects on timely basis and demonstrate / present the efficiency achieved.
• Managing Loan Operations processes like – Deal Origination, Funding, Payments, Invoicing, Documentation Collateral etc.
• Managing Deal building, documents validation deal closing with initial funding
• Managing Services related activities, such as, Funding, Repricing, Rollovers, interest and principal payments, deal termination, pay off letter, past dues, and wire allocations.
• Reviewing workflows and operating procedures to ensure that they remain up to date and implementing process improvements.
• Reviewing regulatory requirements and ensure all regulation controls are implemented and followed.
• Reviewing financial issues /breaks, work with finance and treasury to prioritize resolution
• Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process.
• To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes.
• Be a change lead to support any platform change, process change projects initiated by the organization and make sure all deadlines are adhered to.
• Regular connect with stakeholders to understand and prioritize business requirements.
• Effectively manage risk and foster a robust control environment.
• Building a strong mechanism to take care of volume peaks during peak season ( If any)

Your skills and experience
• At least 5 years of Transformation and Project Management experience within Lending Operations domain preferable involving application Loan IQ
• Any Project management and Transformation Lead related education certifications would be a plus.
• Prior experience in Wealth Management Ops and Deal origination / Loan Ops/servicing payment and finance is a must.
• Strong understanding of Bilateral and syndicated Loan products.
• Good understanding of Operational risk in Lending business and ability to manage the same through proactive controls
• Hands on working knowledge of Loan IQ application
• Needs to be a self-starter with significant ability to plan and undertake process change initiatives.
• Strong interpersonal / good negotiations skills are required, leadership skills will be essential for this role.
• Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected.
• Ability to compile, analyze and present data in MIS form as needed for Management reporting.
• Ability and willingness to work in night shift is a must.

Experience/Exposure
• Graduates with good academic records.
• Total experience 10 years Plus in same industry and function is a must

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.htm

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.
Deutsche Bank
Deutsche Bank
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