Deutsche Bank

Banking

PrivateBankingAdvisor,Associate

Mumbai, Maharashtra, India FULL TIME
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

Free ATS check

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