
Private Banking Advisor
3 days ago
Job Title Private Banking AdvisorLocation Mumbai IndiaRole 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 well offer youAs part of our flexible scheme here are just some of the benefits that youll 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 responsibilitiesAcquisition - 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 customersRelationship 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 Exp should be 6 12 Years in relevant field How well 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 teamsPlease 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
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Private Banking Advisor
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Private Banking Advisor**: **Job ID**:R0384839 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-05-22 **Location**:Mumbai **Position Overview**: **Job Title: Private Banking Advisor, Associate** **Location: Mumbai, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17...
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Private Banking Advisor, Associate
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Private Banking Advisor, Associate**: **Job ID**:R0400478 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-08-13 **Location**:Mumbai **Position Overview**: **Job Title**:Private Banking Advisor, Associate** **Location: Mumbai, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank present...
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Private Banking Advisor
5 days ago
Mumbai, India Deutsche Bank Full timeJob Description Private Banking Advisor Position Overview Job Title: Private Banking Advisor, Associate Location: Mumbai, 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...
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Private Bank Strategy
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Mumbai, Maharashtra, India Deutsche Bank Full timeFunctional Title IPB Strategy Corporate Title Associate AVP Location Mumbai About Deutsche Bank Deutsche Bank is the leading German bank with strong European roots and a global network We re driving growth through our strong client franchise Against a backdrop of increasing globalization in the world economy Deutsche Bank is very well-positioned...
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Private Banker
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Mumbai, Maharashtra, India Barclays Full timeJob 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...
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Private Bank
1 week ago
Mumbai, Maharashtra, India JPMorgan Chase Full timeJob Category Financial Analysis You are a strategic thinker passionate about driving solutions in financial analysis You have found the right team As an Annuities Life Insurance Finance Associate in our Finance team you will spend each day defining refining and delivering set goals for our firm In this role you will partner across the...
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Private Banking Specialist
2 weeks ago
Mumbai, Maharashtra, India beBeeWealth Full time ₹ 18,00,000 - ₹ 2,40,00,000We are seeking a highly skilled Private Banking Specialist to join our team at a leading bank.This role is crucial in acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients and building lasting relationships with them.The ideal candidate will have a strong understanding of wealth management products, including Asset...
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Advisor - Private Client Group - Banking
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Mumbai, Maharashtra, India Cyanous Software Full timeCompany Overview:Join a leading financial services firm offering a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships. Our Private Client Group (PCG) specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals...
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Private Bank
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Mumbai, Maharashtra, India JPMorganChase Full time ₹ 1,04,000 - ₹ 1,30,878 per yearJOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.As an Annuities & Life Insurance Finance Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. In this role, you will partner across the organization to provide...
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Boc - Bbplc - Private Bank
2 weeks ago
Mumbai, Maharashtra, India Barclays Full timeJoin us a BOC - BBPLC - Private Bank At Barclays, we’re reimagining what’s possible in banking and help us turn challenges into opportunities. **Key Accountabilities**: **Business and other advisory, communication and escalation**: - Provide day to day advice and check and challenge the business on all relevant matters pertaining to private Bank...