Private Banking Manager, AVP

2 weeks ago

Gurgaon, Haryana, India Deutsche Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Your key responsibilities

  • This is a team handling role
  • This role is to acquire B2C clientele & build portfolio there on
  • Acquisition - 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 Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
  • Ensure all business happens strictly within the compliance guidelines & framework of the bank
  • 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.

Your skills and experience

  • 15+ years of experience into investments & wealth management products acquisition
  • Good Experience in Wealth Management products
  • Candidate should have good knowledge about investments

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