Urgent Private Banking Advisor, Associate

3 weeks ago


Gurgaon, Haryana, India Deutsche Bank Full time

Job Title Private Banking Advisor Associate Location Gurgaon 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 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 Experience 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 We strive for a in which we are empowered to excel together every day This includes acting responsibly thinking commercially taking initiative and working collaboratively Together we share and celebrate the successes of our people Together we are Deutsche Bank Group We welcome applications from all people and promote a positive fair and inclusive work environment



  • Gurgaon, Haryana, India Mastercard Full time US$ 80,000 - US$ 1,50,000 per year

    Our PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships...


  • Gurgaon, Haryana, India MAJID AL FUTTAIM HYPERMARKETS PRIVATE LIMITED Full time

    Role Purpose The Retail Private Brand Product Development Manager is responsible for overseeing the creation and lifecycle management of products to support the growth and development of private label brands based on the category management and shopper insights methodologies. Their role is multifaceted, involving market research, product design, and ensuring...


  • Gurgaon, Haryana, India beBeeFund Full time

    Job Overview">Serve as the day-to-day engagement associate for fund administration engagements with a strong focus on private equity clients. Manage all aspects of the engagements including, capital calls, distributions, wires/cash management, quarterly reporting, and year end reporting.">">Manage, train and develop the Fund Advisory Fund Administration team...


  • Gurgaon, Haryana, India LAGRANGE POINT INTERNATIONAL PRIVATE LIMITED Full time

    Our client is looking for a trusted advisor responsible for managing and nurturing relationships with UHNW/HNW family members, overseeing wealth management activities, coordinating with investment, legal, and tax advisors, and ensuring seamless execution of financial and personal requirements. Seeking candidates with postgraduate qualification in Finance,...


  • Gurgaon, Haryana, India Mastercard Full time US$ 1,20,000 - US$ 2,00,000 per year

    Job Title:Associate Managing Consultant, Advisors & Consulting Services, Strategy & Transformation Overview:Who is Mastercard?We are the global technology company behind the world's fastest payments processing network. We are a vehicle for commerce, a connection to financial systems for the previously excluded, a technology innovation lab, and the home of...

  • Associate

    4 weeks ago


    Gurgaon, Haryana, India Maven Advisory LLC Full time

    Job DescriptionCompany DescriptionMaven Advisory is dedicated to delivering top-tier financial and transaction advisory services, specializing in financial due diligence and post-close assistance to help businesses navigate complex transactions and achieve sustainable growth. With expertise in M&A and private equity transactions, we provide insightful...


  • Gurgaon, Haryana, India Mastercard Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Our PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships...


  • Gurgaon, Haryana, India NTT Data Full time

    Job DescriptionReq ID:329573NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Banking Operations Processing Associate to join our team in Gurgaon, Haryna (IN-HR), India (IN).Financial...


  • Gurgaon, Haryana, India NTT Data Full time

    Job DescriptionSettlement and Reconciliation Analyst:- Identify, monitor, and track variances to ensure resolution.- Maintain supporting details for all reconciliations daily.- Prepares bank and account reconciliation.- Provides details and supporting entries for general ledger maintenance.- Reconcile the client's bank account daily.- Ensure all transactions...


  • Gurgaon, Haryana, India beBeeAccounting Full time ₹ 11,00,000 - ₹ 14,50,000

    Strategic Advice and Support Job Description:You will focus on providing strategic guidance on a broad range of technical accounting, financial reporting, transaction structures and capital markets topics.Advising clients on complex accounting advisory and financial reporting issues around deals (both public and private) and other transformational business...