Deutsche Bank
Banking
PrivateBankingAdvisor,Associate
Neural analysis suggests this role is
optimal for Mid candidates.
“Private Banking Advisor, Associate at Deutsche Bank. Skills: Client Acquisition, Relationship Management, Cross-selling, Service Delivery. Acquire new accounts from group companies. Acquire new accounts from referrals”
What You'll Achieve.
Enhance the value of the savings account portfolio; Increase in fee income; Ensure acquisition of new clientele; Scale up the client portfolio growth, in line with the set targets
Industry & Context.
What They're Looking For.
Must Have
Graduation, experience in servicing or sourcing clients of 20 lacs+ relationship, excellent communication in English, well groomed
Nice to Have
Banking / Premium club membership / (Paid) High End Credit card sales background
What You'll Do.
Acquire new accounts from group companies
Acquire new accounts from referrals
Ensure consistent growth of Savings portfolio
Build momentum with third party distribution
Ensure Risk Profiling for each customer
Implement customer contact programs
Monitor average revenue per customer
Ensure top class service delivery
Monitor high net worth accounts
Reactivate accounts with depleted balances
Resolve service hurdles
Ensure awareness and adherence with compliance norms
Provide feedback on customer needs
Promote Alternate Channels
Increase customer contact ability
How You'll Work.
Team & Collaboration
Work closely with the Head RM; Provide regular feedback to the Product team; Provide regular feedback to the Service Quality team
Communication Scope
excellent communication in English
Full Job Description
## _**Job Description:**_ **In Scope of Position based Promotions (INTERNAL only)** **Job Title: Private Banking Advisor, Associate** **Location: Mumbai, 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
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