Private Banking Advisor - Mumbai - Dws Investment

    Dws Investment
    Dws Investment Mumbai

    1 week ago

    Full time
    Description

    Job TitlePrivate Banking Advisor, Associate

    LocationMumbai, 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 youll 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 bank increases. Close monitoring of average revenue per customer.

    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.

    Your skills and experience

    The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.

    Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.

    Candidate should have excellent communication in English and well groomed.

    Minimum qualificationrequired is Graduation.

    Minimum Exp should be 6 12 Years in relevant field.

    How we'll support you

    Training and development to help you excel in your career

    Coaching and support from experts in your team

    A culture of continuous learning to aid progression

    A range of flexible benefits that you can tailor to suit your needs

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