Private Banking Advisor - Branch Banking, Analyst

Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers\n\nRelationship 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 his share of wallet with the bank increases. Close monitoring of average revenue per customer.\n\nRetention - 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.\n\nRisk 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.\n\nYour skills and experience\nThe candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.\n\nApplicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.\n\nCandidate should have excellent communication in English and well groomed.\n\nMinimum qualification required is Graduation.\n\nMinimum Exp should be 6 – 12 Years in relevant field.\n\nHow we’ll support you\nTraining and development to help you excel in your career\n\nCoaching and support from experts in your team\n\nA culture of continuous learning to aid progression\n\nA range of flexible benefits that you can tailor to suit your needs\n\nAbout us and our teams\nPlease visit our company website for further information:\nhttps://www.db.com/company/company.html\n\nWe 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.\nTogether we share and celebrate the successes of our people. Together we are Deutsche Bank Group.\nWe welcome applications from all people and promote a positive, fair and inclusive work environment.\n\n]]>