Deutsche Bank / Private Banking Advisor / Gujrat
Job Description:
Job Title: Private Banking Advisor – Branch Banking
Location – Mumbai
Branch 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 nurture the Private Banking Clients& Relationships by providing world class experience for their Banking, Investments, Risk& Lending requirements.
Your key responsibilities
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.
Risk Management & Governance - 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. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number.
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
Your skills and experience
- The candidate should have experience in managing clients of 30 lacs & above for their Banking, Investments & Lending requirements.
- Minimum Experience: Candidates should have Wealth Management / Investment experience of atleast5 years or more of relevant experience. (overall experience of 9 years plus)
- Candidates working in branches in South Mumbai.
- Applicants are preferred from Banking especiallyforeign banks like;
- Standard Chartered (Priority Banking)
- HSBC (Premier Bank)
- CitiBank (Citi Gold)
- DBS Bank (for 30 lacs plus segment)
- Or even Private banks like;
- HDFC Bank (Imperia RMs)
- Kotak Bank (Privy RMs)
- Axis Bank (Burgundy Channel)
- Candidate should have excellent communication in English and well groomed.
- Qualification required is Post Graduation / Graduate.
STRENGTHS OF Deutsche Bank
- Highly employee friendly (give CORONA example of last 18 months)
- Widest product range across all Foreign Banks &Pvt Banks:
- Highly client centric
- Net AUM is key.
- Insurance is only need based (quarter target is only 5 lacs blended premium)
- Purely Revenue centric and never gets involved in Product push
- 7 PMS service providers & growing
- 3 Alternate Funds providers & growing
- Extremely competitive on Lending (Loan against Property (LAP), Home Loans (HL))
- Highly competitive on Forex rates
- Best in class technology platform
- Lucrative incentive structure
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 child care assistance benefit (gender neutral)
- Flexible working arrangements
- 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
How we’ll support you
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- 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:
Key Skills :
Company Profile
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Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.