Private Banking Advisor, AS

Job Title- Private Banking Advisor, AS

Location- Gurgaon DLF Infinity Towers, India

Job Summary

Private 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.

Your key responsibilities

• 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.
• 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.

Your skills and experience

• Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the banks management philosophy and client objectives. Work includes:
• Being first point of contact for clients and representing the bank in the market Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
• Ensuring client satisfaction
• Maintaining quality requirements and necessary regulatory requirements and approvals
• Candidate should have excellent 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 role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients.

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.