Private Banking Rm

1 week ago


Pune, Maharashtra, India Deutsche Bank Full time

Job Title:
Private Banking Advisor - Branch Banking


Location - Mumbai
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
nurture the
Private Banking Clients & Relationships
by providing world class experience for their Banking, Investments, Risk & Lending requirements **.


Your key responsibilities

Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.

Ensure all business happens strictly within the compliance guidelines & framework of the bank

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.

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

Your skills and experience
Standard Chartered (Priority Banking)

HSBC (Premier Bank)

CitiBank (Citi Gold)

DBS Bank (for 30 lacs plus segment)

Or even
Private banks like;
HDFC Bank (Imperia RMs)

Kotak Bank (Privy RMs)

Axis Bank (Burgundy Channel)

STRENGTHS OF Deutsche Bank

  • Highly
    employee friendly (give CORONA example of last 18 months)
  • Widest product range across all Foreign Banks & Pvt Banks:
  • Highly
    client centric
  • Net AUM is key.
  • Insurance is only need based (quarter target is only 5 lacs blended premium)
  • Purely Revenue centric and never gets involved in Product push
  • 7 PMS service providers & growing
  • 3 Alternate Funds providers & growing
  • Extremely competitive on Lending (Loan against Property (LAP), Home Loans (HL))
  • Highly competitive on Forex rates
  • Best in class technology platform
  • Lucrative incentive structure

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 child care assistance benefit (gender neutral)
  • Flexible working arrangements
  • 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

How we'll support you

  • Training and development to help you excel in your career
  • Flexible working to assist you balance your personal priorities
  • 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
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation.

We build talented and diverse teams to drive business results and encourage our people to develop to their full potential.

Talk to us about flexible work arrangements and other initiatives we offer.


Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.


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