Deutsche Bank

Banking

PrivateBankingAdvisor,Associate

Mumbai, Maharashtra, India FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

Banking

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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