Deutsche Bank
Branch Banking
PrivateBankingSeniorAdvisor,AVP
“Private Banking Senior Advisor, AVP at Deutsche Bank. Skills: Business Banking, Relationship management, Acquisition, Risk Management, Governance. Head Relationship manager. This role is a merged role, including assets & trade forex products and continually grow client base by continuous acquisition”
What You'll Achieve.
continually grow client base by continuous acquisition; Acquire new accounts from group companies / family of existing customers.; Acquire new accounts from referrals from existing customers.; Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue; Ensure consistent growth of the Business Banking portfolio.; Synergize for maximum penetration of business banking products, trade, forex, and Insurance & Investment sales to new / existing customers; Promotion of Alternate Channels and Doorstep Banking.; Increase customer contact ability by capturing email address and mobile number.
Industry & Context.
What They're Looking For.
Must Have
12 to 18 years of experience into Business Banking as an RM, Candidate should have excellent communication in English and well groomed, Lead & Manage team of 5 Rms but will have his individual targets too
Nice to Have
Candidate with experience in Private Banking / Wealth Management, network in Open market., Expertise across MFs, AIF, PMS, Equity
What You'll Do.
Head Relationship manager
This role is a merged role
including assets & trade forex products and continually grow client base by continuous acquisition
Acquisition: Assist Head Relationship Manager 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.
Focus on acquiring Trade Accounts
increase trade volumes and generate forex revenue
Relationship Building / Deepening / Cross Sell: Primarily responsible in building and deepening mapped business banking portfolio.
Ensure consistent growth of the Business Banking portfolio.
Synergize for maximum penetration of business banking products
and Insurance & Investment sales to new / existing customers
Risk Management & Governance: 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.
Any suspicious transaction to be immediately reported to the Area Manager.
Promotion of Alternate Channels and Doorstep Banking.
Increase customer contact ability by capturing email address and mobile number.
How You'll Work.
Team & Collaboration
Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients.; Provide regular feedback on the changing customer needs to the Product team and Service Quality team.; Lead & Manage team of 5 Rms
Communication Scope
excellent communication in English
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