Service Executive - Trade & Payment and Account Maintenance

Luxembourg Service Executive Team, AS

Job Description:

Job Title: Luxembourg Service Executive Team

Corporate Title: AS

Location: Mumbai, India

Role Description:

• This role supports the Luxembourg booking location—one of the key hubs for the US & Europe International Private Bank COO team—and is responsible for delivering end‑to‑end operational support across Trade & Payment (T&P) and Account Maintenance (AM) activities transitioned from Lux to India. The position plays a critical role in ensuring high‑quality execution of daily operations including instruction handling, scanning, static data review, container set‑up, manual statement generation, and DWO post‑payment reporting. The role also supports process governance by maintaining data accuracy, , and adhering to established control frameworks.
• In addition, the role contributes to broader COO activities such as business analysis, change coordination, and cross‑location workflow alignment. It requires close collaboration with Relationship Managers, Front Office, Luxembourg teams, and other internal stakeholders to ensure timely processing, efficient issue resolution, and an enhanced client experience. The position further supports reporting, KPI preparation, follow‑ups, and continuous improvement initiatives to drive scalability, operational efficiency, and service quality within the PB Centre India model.

What we’ll offer you

As part of our flexible scheme, here are some of the benefits that you can 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:

Trade & Payment and Account Maintenance Responsibilities

• Perform timely daily scanning and codification of transaction‑related emails and upload instructions into relevant systems
• Manage the shared mailbox, route instructions appropriately, and send daily updates to Relationship Managers
• Provide accurate information on maturing loans and term deposits; prepare and complete required templates
• Support follow‑ups with Lux teams for pending/exception items
• Compile monthly KPI reports, populate templates, and distribute reports to stakeholders
• Assist with auto roll‑over processing for term deposits, ensuring 4‑eyes controls remain intact
• Execute Renewal Reminder Service by proactively notifying Front Office Team on upcoming loan and time deposit maturities

Static Data Quality & Completeness Review

• Review and capture client static data for accuracy and completeness
• Ensure consistent client data required for assessments, reporting, and downstream processes
• Identify missing or inconsistent data proactively

Container Set‑Up

• Create and maintain client containers within Account Maintenance workflows

Manual Statement Generation

• Prepare manual statements using pre‑defined templates
• Preparation of client statements
• Ensure timely delivery

Post‑Payment Reporting

• Prepare weekly post‑payment reports
• Share reports with Relationship Managers and perform follow‑ups regarding observations or required actions
• Align reporting with Risk Management team review cycles and support root‑cause resolution of missing data

Collaboration & Service Delivery

• Strengthen coordination between India and Luxembourg teams to support a unified operating model
• Improve turnaround times for Account Maintenance and Trade and Payment activities while maintaining process quality and audit compliance
• Enhance client experience through accurate static data, timely reminders, clean documentation, and seamless reporting

Your skills and experience

• Attention to Detail – Ability to review static data, verify completeness, and ensure accuracy across Account Maintenance /T&P processes (1–2 years)
• Email & Instruction Handling – Experience managing shared mailboxes, processing Front Office / Stakeholder instructions (1–2 years)
• Operational Product Knowledge – Understanding of loans, term deposits and static data elements, (1–2 years preferred)
• Data Quality & Completeness Review – Capability to perform structured checks of client static data, containers, and templates, ensuring clean data for trading and reporting
• Reporting & Analytical Skills – Ability to prepare monthly KPIs, post‑payment reports with accuracy and consistency
• Risk & Control Mindset – Familiarity with overall governance standards
• Time & Task Management – Ability to manage daily scanning, statement creation, container set‑up, and deadline-driven tasks
• Communication & Stakeholder Coordination – Strong communication skills
• Collaboration & Process Ownership – Demonstrated ability to work in global team structures, support handovers (Lux → India), and contribute to efficiency improvements

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.

Experience Level

Executive Level