Private Banking Advisor

1 week ago

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 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 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.

**Risk Management & Governance**

**Your skills and experience**
- Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
- 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

**About us and our teams**

Please visit our company website for further information:
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.

  • Private Banking Advisor

    Found in: Talent IN C2 - 3 weeks ago

    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

    Found in: Talent IN C2 - 3 weeks ago

    Mumbai, India Riverforest Connections Private Limited Full time

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

  • Private Wealth Advisor

    Found in: Appcast Linkedin IN C2 - 6 days ago

    Mumbai, India Careerfit.ai Full time

    Responsibilities:Build and maintain relationships with high-net-worth individuals (HNWIs) and families to understand their financial goals, objectives, and risk tolerance.Provide personalized wealth management advice and solutions tailored to clients' unique financial situations, including investment management, retirement planning, tax optimization, estate...

  • Private Wealth Advisor

    Found in: Whatjobs IN C2 - 6 days ago

    mumbai, India Careerfit.ai Full time

    Responsibilities: Build and maintain relationships with high-net-worth individuals (HNWIs) and families to understand their financial goals, objectives, and risk tolerance. Provide personalized wealth management advice and solutions tailored to clients' unique financial situations, including investment management, retirement planning, tax optimization,...

  • Private Wealth Advisor

    Found in: Talent IN 2A C2 - 6 days ago

    Mumbai, India Careerfit.ai Full time

    Responsibilities:Build and maintain relationships with high-net-worth individuals (HNWIs) and families to understand their financial goals, objectives, and risk tolerance.Provide personalized wealth management advice and solutions tailored to clients' unique financial situations, including investment management, retirement planning, tax optimization, estate...

  • International Private Banking

    5 days ago

    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...

  • Investment Banking Associate

    Found in: Whatjobs IN C2 - 3 days ago

    mumbai, India Steer Advisors Full time

    Company DescriptionSteer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Private Bank Life Insurance and Annuity Associate

    3 days ago

    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...

  • Senior Role

    Found in: beBee S IN - 3 weeks ago

    Mumbai, India iimjobs Full time

    Business Development Role ABC is mandated to hire Business Development for an International Private Banking setup in Mumbai.Business transformation and driving the Global Indians strategy- Support the MD Private Bank Asia and the Chief of Staff in driving and executing the key priorities for the Global Indians businesses, including platform enhancements,...

  • Senior Role

    Found in: beBee jobs IN - 3 weeks ago

    Mumbai, Maharashtra, India iimjobs Full time

    Business Development Role ABC is mandated to hire Business Development for an International Private Banking setup in Mumbai.Business transformation and driving the Global Indians strategy- Support the MD Private Bank Asia and the Chief of Staff in driving and executing the key priorities for the Global Indians businesses, including platform enhancements,...

  • Financial Advisor

    3 days ago

    Navi Mumbai, Maharashtra, India Prowess Headway Full time

    **Designation: Financial Advisor (Insurance Sales)** **Location: Mahape - Navi Mumbai** **Duration: Fulltime - Permanent** **Experience: 1-3 years** **Interview: F2F is required** **Roles & Responsibilities**: - Contact businesses and private individuals by telephone to promote services - Should be able to explain the product and its benefits to the...

  • Private Investments Due Diligence

    5 days ago

    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...

  • Investment Banking Associate

    Found in: Talent IN 2A C2 - 3 days ago

    Mumbai, India Steer Advisors Full time

    Company Description Steer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Investment Banking Associate

    Found in: Whatjobs IN C2 - 3 days ago

    Mumbai, India Steer Advisors Full time

    Company Description Steer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Investment Banking Associate

    Found in: Appcast Linkedin IN C2 - 4 days ago

    Mumbai, India Steer Advisors Full time

    Company Description Steer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Lead Vulnerability Management

    Found in: Whatjobs IN C2 - 2 weeks ago

    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...

  • Head Cyber Security Projects

    Found in: Whatjobs IN C2 - 1 week ago

    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...

  • Lead Vulnerability Management

    Found in: Whatjobs IN C2 - 3 weeks ago

    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...

  • Head Cyber Security Projects

    Found in: Whatjobs IN C2 - 3 weeks ago

    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...

  • Advisor-nri Desk

    3 days ago

    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Advisor-NRI Desk Location : Mumbai**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.** Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. **Responsible for...