Private Banking Professional
4 weeks ago
About the Role
As a Private Banking Professional at 0797 Deutsche Bank Aktiengesellschaft, Filiale Bangalore, you will be responsible for building and maintaining relationships with high net worth individuals and families. Your goal will be to understand their financial needs and goals, and provide personalized advice and guidance to help them achieve their objectives.
Key Responsibilities
Assist in the execution of successful client onboarding and account opening processes. Work closely with the Head of Private Banking to establish synergies for maximum penetration of investment and insurance sales to new clients. Develop and implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.
Requirements
Minimum 6-12 years of experience in servicing or sourcing clients of 20 lacs+ relationship. Excellent communication skills in English and a well-groomed appearance. Minimum qualification required is Graduation. Preferably from Banking or Premium club membership or High End Credit card sales background.
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