Deutsche Bank India
Deutsche Bank India | Private Banking Advisor, AS
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Job Highlights
Responsibilities
- Assist Head RM in executing successful micro-events for acquisition of new clients.
- 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.
- 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.
- 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.
- Provide regular feedback on the changing customer needs to the Product team and Service Quality team.
- Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time.
Requirements
- The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.
- Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
- Candidate should have excellent communication in English and well groomed.
- Experience should be 7 – 12 Years in relevant field.
- Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance.
About the company
Deutsche Bank
Deutsche Bank is a leading German bank, founded in Berlin in 1870 and headquartered in Frankfurt. Its businesses span the Corporate Bank, the Investment Bank, the Private Bank and asset management through DWS, serving companies, institutions and individuals worldwide.
Deutsche Bank has been present in India since 1980. Besides its branch banking business, its Indian centres in Mumbai, Pune, Bengaluru and Jaipur support the group globally in technology, operations and finance. Finance professionals typically work in financial control, product control, regulatory reporting, tax, internal audit and risk.
