Private Banking Advisor

3 weeks ago


Mumbai, 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 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 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
**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 his 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.

**Your skills and experience**

**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.



  • Mumbai, Maharashtra, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0284234**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-26**Location**:Mumbai**Position Overview**: **Job Title**:Private Banking Advisor** **Location: Mumbai** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This...


  • Mumbai, India 0277 Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai 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...

  • Relationship Manager

    2 months ago


    mumbai, India Riverforest Connections Private Limited Full time

    Position Relationship Manager Private Banking JobPurpose Toenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniques Role &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products. Ensure Customer level...

  • Private Banker

    1 month ago


    Mumbai, Maharashtra, India Barclays Full time

    Job Title: Private Banker (Singapore) Primary Location: Singapore Hybrid Working Structured hybrid role: **About Private Bank** As the Private Bank we bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record...


  • Mumbai, India Riverforest Connections Private Limited Full time

    Job Purpose:To originate or provide high level origination support for Investment Banking and Project Finance transactions for the bank, achieving individual and team revenue targets.Job Responsibilities:Business Related:The candidate should have interest and motivation in developing a long term career in the relevant area of work and is expected to:Lead the...


  • Mumbai, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities** - Manage and supervise a team of 10-15 people - Understand process end to end as well as fee policies - Ensure daily tasks are duly completed - Ensure relevant and adequate controls are in place and applied - Support the Front-Office with their queries - Partner with Operations, Technology - Question existing...


  • mumbai, India Riverforest Connections Private Limited Full time

    Job Purpose: To originate or provide high level origination support for Investment Banking and Project Finance transactions for the bank, achieving individual and team revenue targets.   Job Responsibilities: Business Related:   The candidate should have interest and motivation in developing a long term career in the relevant area...

  • AVP Project Finance

    3 weeks ago


    Mumbai, India Riverforest Connections Private Limited Full time

    Job PurposeTo originate or provide high level origination support for Investment Banking and Project Finance transactions for the bank, achieving individual and team revenue targets.Job ResponsibilitiesAssisting the team in pitching, ideation deal executionIndependently managing deal execution at senior levelsAdherence to defined timelines for deliveryLead...


  • 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...


  • mumbai, India JPMorgan Chase & Co. Full time

    As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based...

  • AVP Project Finance

    3 weeks ago


    mumbai, India Riverforest Connections Private Limited Full time

    Job Purpose To originate or provide high level origination support for Investment Banking and Project Finance transactions for the bank, achieving individual and team revenue targets.   Job Responsibilities   Assisting the team in pitching, ideation deal execution Independently managing deal execution at senior levels ...


  • Mumbai, India JPMorgan Chase Bank, N.A. Full time

    You are a strategic thinker passionate about driving solutions in Life Insurance **.** You have found the right team As a Private bank Life Insurance and Annuity Specialist you you will spend each day defining, refining and delivering set goals for our firm. The **Private Bank Life Insurance and Annuity Specialist** (Associate) will support the Private Bank...


  • Mumbai, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using investment research skills. You have found the right team As the Due Diligence professional in our Private Investments team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Develop and maintain a high level of...


  • Navi Mumbai, India Michael Page Full time

    Be a part of the high performing Information Security teamBe a part of a leading private banking institutionAbout Our ClientOne of the leading Private Banking organizations in India with global presenceJob Description- Develop, manage, and oversee vulnerability management program and security projects to address risks and business security needs.- Define...


  • Mumbai, India JPMorgan Chase Bank, N.A. Full time

    **About the Employer** **Global Finance & Business Management ("GF&BM") India **is a combined Line of Business-aligned (LOB-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe,...


  • Mumbai, India Michael Page Full time

    Lead a team of high performing expert cyber security professionalsBe a part of one of the fastest growing private banking institutions in IndiaAbout Our ClientOne of the fastest growing private banking organization in IndiaJob Description- Serve as central Cyber Security Representative, handling all inquiries, coordinating with divisions, and ensuring clear...


  • navi mumbai, India Michael Page Full time

    Be a part of the high performing Information Security team Be a part of a leading private banking institution About Our Client One of the leading Private Banking organizations in India with global presence Job Description - Develop, manage, and oversee vulnerability management program and security projects to address risks and...


  • mumbai, India JPMorgan Chase & Co. Full time

    JP Morgan Chase & Co is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. Morgan Asset & Wealth...


  • Mumbai, India JPMorgan Chase & Co. Full time

    JP Morgan Chase & Co is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. . Morgan Asset & Wealth...


  • mumbai, India Michael Page Full time

    Lead a team of high performing expert cyber security professionals Be a part of one of the fastest growing private banking institutions in India About Our Client One of the fastest growing private banking organization in India Job Description - Serve as central Cyber Security Representative, handling all inquiries, coordinating with...