Private Banking Advisor, AS
6 days ago
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 aboveYour 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 customersRelationship 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-
Private Banking Advisor, As
1 day ago
Chennai, Tamil Nadu, India Deutsche Bank Full time**Private Banking Advisor, AS**: **Job ID**:R0400476 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-08-13 **Location**:Chennai **Position Overview**: **Job Title: Private Banking Advisor, AS** **Location: Chennai** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17 locations...
-
Private Banking Advisor, AS
3 weeks ago
Chennai, India Deutsche Bank Full timeRole 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 Banking Advisor, AS
1 week ago
Chennai, Tamil Nadu, India Deutsche Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per yearRole 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 value of the savings account portfolio through cross-sell, leading to...
-
Private Banker
1 week ago
Chennai, Tamil Nadu, India Spark Capital PWM Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany 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...
-
Avp - Ir Private Bank
2 weeks ago
Chennai, India Barclays Full timeJob 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, all...
-
Equity Dealer/ Equity Advisor
2 weeks ago
Chennai, Tamil Nadu, India Koushika Enterprises Private Limited Full timePosition : Equity Dealer/ Equity Advisor - Chennai Job descriptionExecute the orders on behalf of clients. Responsible for Revenue Generation. Confirmations of trade done by EOD. Activating the Inactive Clients. Ensure the volumes of trade are higher clients trade frequently. From Broking company with at least 2 to 4 years in Equity Dealing & Cross...
-
Private Banking Relationship Manager
1 week ago
Ahmedabad, Chennai, Hyderabad, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 20,00,000 per yearLeading Financial Company hiring Private Banking Relationship Manager (Wealth Management)Interested please call MAHEK and drop resume at Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins,...
-
Chennai, India Private bank ltd Full timeJob Overview: We are looking for an enthusiastic and results-driven Business Development Manager to recruit and lead a team of Financial Advisors. The primary responsibilities of this role include recruiting new advisors, providing them with the necessary training and product knowledge, and developing and executing effective sales strategies to drive...
-
Client Advisor-Private Client Group
2 weeks ago
Chennai, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupRoles and Responsibilities:- Execute trades on behalf of clients, aligning with their investment strategies and preferences.- Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...
-
Client Advisor-Private Client Group
1 week ago
Chennai, Tamil Nadu, India Chola Securities Full time ₹ 12,00,000 - ₹ 36,00,000 per yearLocation:Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation:Equity AdvisorVertical:Private Client GroupRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...
