Chat us
Call us
The Private Banking Advisor, AS position sits in the Deutsche Bank office in Ahmadabad.
Job Title- Private Banking Advisor, AS
Location- Ahmadabad, India
Post Description
Private Banking is the liability business for Deutsche Bank present in 17 locations throughout 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 secure 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 customers. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers
Relationship Establishing / Deepening / Cross Sell
Ensure consistent expansion 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. Establish a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client organisation portfolio expansion, in line with the set targets. Secure 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.
Your capabilities and experience
Private Clients - Private Banking is tasked with overseeing the private banking client portfolio and shaping investment strategies based on the bank's management philosophy and customer objectives. Work includes:
Being first point of contact for clients and representing the bank in the market Creating customer relationships and market network
Attracting and acquiring new clients
Giving holistic advise to customers (covering top client organisations) on investments, pension products, securities, etc.
Guaranteeing client satisfaction
Keeping up quality needs and necessary regulatory expectations and approvals
Person should have strong communication in English and well groomed.
Minimum qualification required is Graduation.
Minimum Experience should be 8 – 12 Years in relevant field.
This is an individual contributor job. Need a Senior Banker, with good grasp about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank customers.
Proven aptitude to make use of AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to guarantee responsible and ethical use of data and AI outputs.
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
About us and our teams
Please visit our company website for further information:
https://www.db.com/company/company.html
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Private Banking Advisor, AS at Deutsche Bank.
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Deutsche Bank's application process for this role.