Private Banking Advisor

6 - 12 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Private Banking Advisor at Deutsche Bank in Mumbai, India, you will be part of the Branch Banking team, catering to a diverse clientele through various channels such as Personal Banking, Private Banking, and Business Banking. Your primary objective will be to enhance the savings account portfolio's value through cross-selling, leading to increased fee income, as well as acquiring new clientele. Key Responsibilities: - Assist 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 establish synergies for maximum penetration of Investment & Insurance sales - Build momentum in third-party distribution and fee income to scale up client portfolio growth - Implement customer contact programs to increase their share of wallet with the bank - Monitor high net worth accounts closely to ensure regular usage and balance growth - Ensure adherence to compliance norms and report any suspicious transactions promptly - Increase customer contact ability by capturing email addresses and mobile numbers Qualifications 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 relevant field experience Additional Company Details: Deutsche Bank offers a range of benefits such as best-in-class leave policy, parental leaves, childcare assistance, sponsorship for certifications, employee assistance program, comprehensive insurance coverage, and health screening for employees above 35 years. Training, coaching, and a culture of continuous learning are provided to support your career development. For more information about Deutsche Bank and its teams, please visit the company website at https://www.db.com/company/company.htm. The company strives for a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration, celebrating the successes of its people. Applications from all individuals are welcome to promote a positive, fair, and inclusive work environment.,

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Deutsche Bank logo
Deutsche Bank

Banking and Financial Services

Frankfurt

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