Private Banking Advisor

2 days ago

Bengaluru Karnataka, India Deutsche Bank Full time

**Private Banking Advisor**:
**Job ID**:R0349514**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-09-24**Location**:Bangalore**Position Overview**:
**Job Title: Private Banking Advisor**

**Location: Bangalore, India**

**Role Description**

**Cross Sell Initiatives**
- Get Incremental AUM through various channels by way of regular cross sell initiatives
- Enhance AUM by focusing on large Investments led NTB’s
- Meet Top clients of All channels for Investments Sales
- Assist the Branches to have a good product portfolio Mix of AUM’s MF v/s Non MF
- Re pricing initiative work on effectively moving Old trail Assets to New trail model

**PB Initiatives**
- Meet Alpha and Infinity clients regularly for strategy and product update
- Meet All Alpha clients in the region as one more touch point and the clients should have a direct contact for any input on Investments
- Help identify and present Investment strategy and opportunity to clients that RM might have missed
- Increase wallet share of the clients by bringing in their Held away portfolio
- Identify and reactivate the clients who have attrited for various reasons
- Review Large client portfolio’s with HRM /RM and support with ideas / optimization in product mix and sales strategy
- Assist the Branch heads (Non HRM Branches) for Investments Business reviews
- Enhance Investments sales with Business Banking, Assets and acquisition teams in all locations
- Increase cross sell of Investment Product across all channels via training, product presentation, client meetings and events

**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**

**Principal Responsibilities & Qualitative Aspects**
- Assist product team to disseminate the product strategy / mix Asset Allocation and Research Outlook to sales team directly
- Increase the number of clients Sold and new client activation
- Drive the Campaigns closely across Branches
- Maintains internal control standards, including timely implementation of internal and external audit points

**Your skills and experience**
- Minimum qualification required is Graduation.
- Minimum Exp should be 10 - 15Years 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 culture 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.

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