Job ID:R0246364Full/Part-Time: Full-timeRegular/Temporary: RegularListed: 2023-02-16Location: Pune
Job Title: Private Banking Advisor – Branch Banking
Location – Mumbai
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 nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.
Your key responsibilities
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines & framework of the bank
Retention - 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.
Risk Management & Governance - Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, 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.
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
Your skills and experience
The candidate should have experience in managing clients of 30 lacs & above for their Banking, Investments & Lending requirements. Minimum Experience: Candidates should have Wealth Management / Investment experience of atleast 5 years or more of relevant experience. (overall experience of 9 years plus) Candidates working in branches in South Mumbai.
Applicants are preferred from Banking especially foreign banks like;
STRENGTHS OF Deutsche Bank
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
How we’ll support you
About us and our teams
Please visit our company website for further information:
https://www.db.com/company/company.htm
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click here to find out more about diversity and inclusion at Deutsche Bank.
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