Private Banking Advisor

4 weeks ago

Ahmedabad, India Deutsche Bank Full time

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.

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 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 qualificationrequired is Graduation.
  • Minimum Exp should be 6- 12 Years in relevant field.

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