Private Banking Advisor

1 week ago

Bengaluru Karnataka, India Deutsche Bank Full time

**Private Banking Advisor**:
**Job ID**:R0323046**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-04-18**Location**:Bangalore**Position Overview**:
**Job Title**:Private Banking Advisor**

**Location: Bangalore, 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.

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 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**

**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

    2 days ago

    Bengaluru, Karnataka, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0335614**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-06-20**Location**:Bangalore**Position Overview**: **Job Title - Private Banking Advisor** **Location - Bangalore** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India....

  • Client Advisor Support

    3 weeks ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes...

  • Private Bank Marketing Compliance Workflow

    1 week ago

    Bengaluru, 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...

  • Client Advisor Support

    1 week ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

  • Private Bank Digital Marketing Automation Marketo

    1 week ago

    Bengaluru, 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 Banker

    3 weeks ago

    Bengaluru, Karnataka, India Barclays Full time

    **Job Title**: Private Banker **Corporate Grade**: D **Reports to (Line Manager’s Job Title)**: Sunit Jain **Direct Reports (if applicable)**: NA **Business Area**: Consumer, Cards & Payments **Department/Function Level 1**: Private Bank **Department/Function Level 2**: Private Bank Asia **Primary Location**: Bangalore **IAR Role** No **CBI...

  • Associate - Client Advisor Support

    3 weeks ago

    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

  • Client Advisor Support

    2 months ago

    Bengaluru, India JPMorgan Chase & Co. Full time

    You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. 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 ...

  • Asset & Wealth Management, Private Bank Lending, Underwriting, Analyst, Bengaluru

    1 month ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management, Private Bank Lending, Underwriting, Analyst, Bengaluru

    2 months ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management, Private Bank Lending, Underwriting, Associate, Bengaluru

    2 months ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management , Private Bank Lending, Underwriting, Associate, Bengaluru

    2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management , Private Bank Lending, Underwriting, Associate, Bengaluru

    2 months ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management, Private Bank Lending, Underwriting, Analyst, Bengaluru

    2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management, Private Bank Lending, Underwriting, Associate, Bengaluru

    2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management, Private Bank Lending, Underwriting, Analyst, Bengaluru

    3 days ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Advisor Support-associate

    1 week ago

    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using client advisory support skills. You have found the right team. As the Client Advisor professional in our Global Private Bank Advisor Support team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing...

  • Relationship Manager

    2 weeks ago

    Bengaluru, India SkillVentory Full time

    Relationship Manager Private Wealth HNI/UHNI with a leading Private Bank in Bangalore - On-boarding HNI & UHNI Clients from market and through references from assigned portfolio.,Managing a Priority Tier-Booksize more than of 500 Cr across UHNI clients with Ticket size more than 7.5 cr. - Identify customer needs and provide them with right financial planning...

  • Relationship Manager

    4 weeks ago

    Bengaluru, India SkillVentory Full time

    Relationship Manager Private Wealth HNI/UHNI with a leading Private Bank in Bangalore - On-boarding HNI & UHNI Clients from market and through references from assigned portfolio.,Managing a Priority Tier-Booksize more than of 500 Cr across UHNI clients with Ticket size more than 7.5 cr. - Identify customer needs and provide them with right financial planning...

  • Intern - State Street Global Advisors

    5 days ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    Intern - State Street Global Advisors **Who we are looking for**: State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4 trillion in assets under management and a heritage dating back over two centuries. Backed by the...