Private Banking Advisor

3 days ago

Ahmedabad, Gujarat, India Deutsche Bank Full time ₹ 8,00,000 - ₹ 24,00,000 per year

**Job Description:

Job Title: Private Banking Advisor

Location: Ahmadabad, 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 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 you

As 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 responsibilities

Acquisition

  • 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 customers

Relationship 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 qualificationrequired is Graduation.
  • Minimum Exp should be 6 12 Years in relevant field.**

  • Financial Advisor

    1 day ago

    Ahmedabad, Gujarat, India KG Engineering & Consultancy Full time ₹ 80,00,000 - ₹ 85,00,000 per year

    Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...

  • Financial Advisor

    2 weeks ago

    Ahmedabad, Gujarat, India Infusion 51a LP Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Infusion51a is an investment venture fund that partners with innovative startups and growth-stage businesses to unlock potential and accelerate success. Through our accelerator program Eranaya Solutions (IT company), we nurture emerging ventures by providing funding, mentorship, and business development opportunities. We are looking for a Financial Advisor...

  • Management Information System Executive

    2 weeks ago

    Ahmedabad, Gujarat, India Getfive Advisors private limited Full time ₹ 4,80,000 - ₹ 9,60,000 per year

    Name of the organization – Getfive Advisors Pvt. Ltd.Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies.Ahmedabad Address:502, Abhishree Avenue, Opp....

  • Sr. Equity advisor

    1 day ago

    Ahmedabad, Gujarat, India Monarch Networth Capital Ltd Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Company DescriptionMonarch Networth Capital Limited (MNCL) is a prominent financial services company in India with over 30 years of expertise in capital markets. The company is dedicated to creating value for its customers through a diverse portfolio of services, including Retail Broking, Global Access, Institutional Equities, Fund Management (AIF),...

  • Urgent Opening for Working Capital- BBG RM for reputed private bank

    1 week ago

    Ahmedabad, Gujarat, India ACURA SOLUTIONS LTD Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their...

  • Internship Opening: Investment Banking – Financial Modelling

    4 days ago

    Ahmedabad, Gujarat, India STIR Advisors Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    About the Role:This internship offers a hands-on opportunity to work in the field of Investment Banking, Mergers & Acquisitions, and Financial Advisory.Interns will gain exposure to real transactions, valuation techniques, and deal execution processes while assisting senior professionals in research and analysis.Key Responsibilities:Conduct industry and...

  • Senior Administrative Assistant

    1 week ago

    Ahmedabad, Gujarat, India GetFive Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Name of the organization – Getfive Advisors Pvt Ltd.About the organization –Getfive is a SEBI registered merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO as well as fund raising through Private Equity and Debt. Along with the merchant banking division, the firm has also launched AIF – CAT 1.Ahmedabad Address:502,...

  • Personal secretay

    1 week ago

    Ahmedabad, Gujarat, India Blusky Capital Management Private Limited Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionBlusky Capital Management Private Limited is led by Siddharth, an industry veteran with over two decades of experience in Indian and global finance. Siddharth has held senior leadership roles at top institutions like HDFC Bank, Standard Chartered Bank, Yes Bank, and Tata Sons. He has a strong background in investment strategies, P&L...

  • Finance & Accounting Internship in Ahmedabad

    2 weeks ago

    Ahmedabad, Gujarat, India Premji Kanji Masani Private Limited Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeAssisting with data entry, Processing invoices, Conducting bank reconciliations, Helping with financial reporting, Debtors Collection and maintaining accurate financial records using accounting softwareAbout Company: Premji Kanji Masani Private Limited is in the process of launching a digital customs...

  • Lead – Marketing

    1 week ago

    Ahmedabad, Gujarat, India GetFive Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Name of the organization – Getfive Advisors Pvt Ltd.Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies.Ahmedabad Address:502, Abhishree Avenue, Opp....