Deutsche Bank

Banking

PrivateBankingAdvisor,AS

Bangalore, India FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“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.

Banking
Problems you'll solve

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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