Private Banking Advisor, AS

4 weeks ago


Chennai, India Deutsche Bank Full time

Job Title: Private Banking Advisor, AS Location: Chennai 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 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 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 the 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 qualification required is Graduation. Minimum Experience 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 About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm 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.



  • Chennai, Tamil Nadu, India Deutsche Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    Job Description:Job Title: Private Banking Advisor, ASLocation: ChennaiRole DescriptionBranch 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...


  • Chennai, India Deutsche Bank Full time

    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...

  • Private Banker

    7 days ago


    Chennai, Tamil Nadu, India Spark Capital PWM Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionSpark PWM Private Limited, a subsidiary of Spark Capital Advisors (India) Limited, extends the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency. We assist affluent families, business owners, family offices, new age entrepreneurs, and CXOs in navigating opportunities and risks. Our products and services are designed to...


  • Chennai, India Barclays Full time

    Job Title: - AVP - IR Private Bank Location: Chennai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank,...

  • Financial Advisor

    1 week ago


    Chennai, Tamil Nadu, India DEB Management Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionDEB Management Consulting is an emerging financial and engineering boutique consulting organization based in Chennai, Tamil Nadu, India, with a presence across Southern India. We specialize in banking and private financing, offering innovative financial products such as offshore accounts, various forms of bank guarantees and letters of...

  • Corporate Dealer

    4 days ago


    Chennai North, India Riverforest Connections Private Limited Full time

    Job Purpose: Corporate Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to defined customers of the Bank in the, which include the customers of various units of the Bank. Roles & Responsibilities Ensure business unit and revenue delivery as per the plan. Grow the business in each...


  • Chennai, Hyderabad, Mumbai, India Anlage Infotech Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Private Debt Associate Portfolio Management & Lead GenerationLocation: Mumbai / Hyderabad / ChennaiExperience: 4 8 yearsEmployment Type: Full-timeIndustry: Private Debt / Private Credit / Investment ManagementAbout the Role:We are seeking an experienced Private Debt Associate to join our investment team. The ideal candidate will play a dual role...

  • Process Advisor

    7 days ago


    Chennai, India Barclays Full time

    Job Title: Process Advisor Location: Chennai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

  • Financial Advisor

    3 days ago


    Chennai, India Max life insurance Full time

    Job Title: Financial Advisor Company: - Max Life JV of AXIS BANK Preferred Location: Chennai We are seeking a motivated and fresher or experienced Financial Advisor to join our team.you will have the opportunity to earn Rs 25000 to 50000 income while giving Advise to clients protect their loved ones and their...

  • PCG - Advisor

    2 days ago


    Chennai, India TekPillar® Full time

    About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:- Deliver timely and...