Private Banking Manager, AVP

Deutsche Bank

9 - 14 years

32 - 37 Lacs

gurugram

Posted:1 day ago| Platform:

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Skills Required

casa cross selling private banking wealth management branch banking retail banking team management team handling personal banking business development banking operations sales branch management marketing branch operations relationship management vp

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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

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