Deutsche Bank
Banking
PrivateBankingAdvisor,AS
Neural analysis suggests this role is
optimal for Senior candidates.
“Private Banking Advisor, AS at Deutsche Bank. Skills: Private Banking, Client Acquisition, Relationship Management, Cross-selling, Wealth Management. Enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income. Acquisition of new clientele”
What You'll Achieve.
Enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income; Acquisition of new clientele; Consistent growth of the Savings portfolio; Maximum penetration of Investment & Insurance sales; Deepening into the book i. e. AUM; Scale up the client portfolio growth, in line with the set targets; Increase their share of wallet with the bank; Close monitoring of average revenue per customer; Ensure top class service delivery to clients; Customers continue regular use the account and grow balances; Reactivating accounts which have stopped transacting or depleted in balances; Create a delight situation for customers; Promotion of Alternate Channels; Increase customer contact ability by capturing email address and mobile number
Industry & Context.
Assist in resolving service hurdles to create a delight situation for customers
What They're Looking For.
Must Have
Servicing or sourcing clients of 20 lacs+ relationship, Graduation, 7 – 12 Years in relevant field, Acquisition of New to Bank clients
Nice to Have
Banking / Premium club membership / (Paid) High End Credit card sales background
What You'll Do.
Enhance the value of the savings account portfolio through cross-sell
leading to increase in fee income
Acquisition of new clientele
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
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
Ensure awareness and adherence with the Know Your Customer policy
Anti Money Laundering Policy
Information Protection Policy
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
How You'll Work.
Team & Collaboration
Assist Head RM in executing successful micro-events for acquisition of new clients; 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; Provide regular feedback on the changing customer needs to the Product team and Service Quality team
Communication Scope
Excellent communication in English
Full Job Description
## _**Job Description:**_ **Job Title: Private Banking Advisor, AS** **Location: Bangalore, India** **Role Description** * 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 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. *
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