Private Banking Advisor, AS
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What you'll do
- Assist Head RM in 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
- Ensure consistent growth of the Savings portfolio.
- Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM.
- Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets.
- Ensure Risk Profiling is done for each customer.
- Implement customer contact programs to ensure their share of wallet with the bank increases.
- Close monitoring of average revenue per customer.
- Being first point of contact for clients and representing the bank in the market
- Building client relationships and market network
- Attracting and acquiring new clients
What they're looking for
- Candidate should have excellent communication in English and well groomed.
- Minimum qualification required is Graduation.
- Minimum Experience should be 8 – 12 Years in relevant field.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Job Description:
Job Title- Private Banking Advisor, AS
Location- Gurgaon DLF Infinity Towers, India
Role Description
- Private 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 enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
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
Acquisition
- Assist Head RM in 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 the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.
Your skills and experience
- Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives. Work includes:
- Being first point of contact for clients and representing the bank in the market Building client relationships and market network
- Attracting and acquiring new clients
- Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
- Ensuring client satisfaction
- Maintaining quality requirements and necessary regulatory requirements and approvals
- Candidate should have excellent communication in English and well groomed.
- Minimum qualification required is Graduation.
- Minimum Experience should be 8 – 12 Years in relevant field.
- This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients.
Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
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.
Company
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