Private Banking Advisor, Associate
2 weeks 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 their 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 Exp 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, Associate
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Private Banking Advisor, Associate**: **Job ID**:R0400478 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-08-13 **Location**:Mumbai **Position Overview**: **Job Title**:Private Banking Advisor, Associate** **Location: Mumbai, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank present...
-
Private Banking Advisor
1 week ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Private Banking Advisor**: **Job ID**:R0384839 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-05-22 **Location**:Mumbai **Position Overview**: **Job Title: Private Banking Advisor, Associate** **Location: Mumbai, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17...
-
Private Banking Advisor
2 days ago
Mumbai Sidrah Building, India Deutsche Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per yearJob Description:Job Title: Private Banking Advisor, AssociateLocation: Mumbai, IndiaRole 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...
-
High Salary! Private Banking Advisor
2 weeks ago
Mumbai, India Deutsche Bank Full timeJob Description Position Overview Job Title: Private Banking Advisor, Associate Location: Mumbai, India 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. -...
-
Private Banking Advisor
4 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full timeJob Title Private Banking AdvisorLocation Mumbai IndiaRole 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...
-
Global Private Bank Financial Planning
3 weeks ago
Mumbai, India JP Morgan Chase & Co. Full timeJob Description You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm.. As an Associate in our Global Private Bank (GPB) team, which is part of the Asset & Wealth...
-
Private Debt Associate
2 days ago
Chennai, Hyderabad, Mumbai, India Anlage Infotech Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob 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...
-
Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Private Bank is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated...
-
Private Banking Advisor
2 weeks ago
Mumbai, India Deutsche Bank Full timeDescription 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 Bank Strategy
2 weeks ago
Mumbai, India Deutsche Bank Full timeDescription :Functional Title: IPB Strategy Corporate Title: Associate / AVP Location: Mumbai About Deutsche Bank: Deutsche Bank is the leading German bank with strong European roots and a global network. We’re driving growth through our strong client franchise. Against a backdrop of increasing globalization in the world economy, Deutsche Bank...
