PCC Relationship Manager

3 days ago


Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full time

Job Summary:

At Deutsche Bank, we are seeking a highly skilled and experienced Relationship Manager to join our PCC team. The successful candidate will be responsible for acquiring and retaining high net worth clients across private and personal banking segments.

Key Responsibilities:

  • Acquire new clients through referrals, companies, and existing networks, and work closely with the Relationship Management/Senior Sales Management team to establish synergies for maximum penetration of Investment & Insurance sales.
  • Deepen existing client relationships by cross-selling insurance and investment products, and ensure smooth transition of customer management to the respective Relationship Management post-acquisition.
  • Monitor high net worth accounts closely to ensure top-class service delivery and work towards reactivating accounts which have stopped transacting or depleted in balances.
  • 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.

Requirements:

  • Minimum experience of 3-5 years in Wealth Management/Investment/Insurance, with a proven track record of managing clients with banking, investments, insurance, and lending requirements.
  • Excellent communication skills in English, with the ability to work in a fast-paced environment and meet targets.
  • Post-Graduation/Graduation qualification, with a strong understanding of the financial industry and its trends.
  • Candidates residing in Mumbai (Western Suburbs) will be preferred, with a strong preference for female candidates.

About Us:

Deutsche Bank is a leading global bank with a strong presence in India. We offer a comprehensive range of financial services to individuals, corporations, and institutional clients, and are committed to delivering exceptional customer service and innovative solutions.



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