Job
Description
Role Overview As a Private Banking Advisor, Associate at Deutsche Bank in Kolkata, India, you will be a part of the Branch Banking team responsible for the liability business. The primary focus will be on enhancing the savings account portfolio through cross-selling and acquiring new clientele. You will work closely with the Head RM to deepen relationships, cross-sell investment and insurance products, and ensure top-class service delivery to clients. Key Responsibilities - Assist the Head RM in executing successful micro-events for acquiring new clients - Acquire new accounts from group companies/family of existing customers and referrals - Ensure consistent growth of the Savings portfolio and maximize penetration of Investment & Insurance sales - Conduct Risk Profiling for each customer and implement customer contact programs to increase share of wallet - Monitor high net worth accounts closely to encourage regular use and balance growth - Reactivate dormant accounts and resolve service hurdles for customer satisfaction - Adhere to compliance norms and policies such as Know Your Customer, Anti Money Laundering, and Operational Risk - Provide feedback on changing customer needs to the Product and Service Quality teams - Promote Alternate Channels and increase customer contact ability Qualification Required - Experience in servicing or sourcing clients of 20 lacs+ relationship - Preferred background in Banking, Premium club membership, or High End Credit card sales - Excellent communication skills in English and well-groomed appearance - Graduation as minimum qualification - 6-12 years of experience in a relevant field Additional Details Deutsche Bank offers a range of benefits including best in class leave policy, gender-neutral parental leaves, reimbursement under childcare assistance benefit, sponsorship for industry-relevant certifications, Employee Assistance Program, comprehensive insurance coverage, and more to support your career growth and well-being. Note: The company website for further information can be accessed at https://www.db.com/company/company.htm. The company promotes a positive, fair, and inclusive work environment where employees are empowered to excel together every day. Role Overview As a Private Banking Advisor, Associate at Deutsche Bank in Kolkata, India, you will be a part of the Branch Banking team responsible for the liability business. The primary focus will be on enhancing the savings account portfolio through cross-selling and acquiring new clientele. You will work closely with the Head RM to deepen relationships, cross-sell investment and insurance products, and ensure top-class service delivery to clients. Key Responsibilities - Assist the Head RM in executing successful micro-events for acquiring new clients - Acquire new accounts from group companies/family of existing customers and referrals - Ensure consistent growth of the Savings portfolio and maximize penetration of Investment & Insurance sales - Conduct Risk Profiling for each customer and implement customer contact programs to increase share of wallet - Monitor high net worth accounts closely to encourage regular use and balance growth - Reactivate dormant accounts and resolve service hurdles for customer satisfaction - Adhere to compliance norms and policies such as Know Your Customer, Anti Money Laundering, and Operational Risk - Provide feedback on changing customer needs to the Product and Service Quality teams - Promote Alternate Channels and increase customer contact ability Qualification Required - Experience in servicing or sourcing clients of 20 lacs+ relationship - Preferred background in Banking, Premium club membership, or High End Credit card sales - Excellent communication skills in English and well-groomed appearance - Graduation as minimum qualification - 6-12 years of experience in a relevant field Additional Details Deutsche Bank offers a range of benefits including best in class leave policy, gender-neutral parental leaves, reimbursement under childcare assistance benefit, sponsorship for industry-relevant certifications, Employee Assistance Program, comprehensive insurance coverage, and more to support your career growth and well-being. Note: The company website for further information can be accessed at https://www.db.com/company/company.htm. The company promotes a positive, fair, and inclusive work environment where employees are empowered to excel together every day.
