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Business Clients Credit Advisor, AVP

Business Clients Credit Advisor, AVP

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Deutsche Bank

6 - 8 years

25 - 30 Lacs

pune

Posted:10 hours ago| Platform:

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Skills Required

service delivery excel wealth management personal banking branch banking relationship building banking html training and development business banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.

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

This is a team handling role
This role is to acquire B2C clientele & build portfolio there on
Acquisition - Executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines & framework of the bank
Retention - Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers.

Your skills and experience

6+ years of experience into investments & wealth management products acquisition
Good Experience in Wealth Management products
Candi should have good knowledge about investments

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

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Business Clients Credit Advisor, AVP