Private Banking Advisor

1 week ago

Ahmedabad, Gujarat, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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.

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.

  • Private Banking Advisor

    2 weeks ago

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

    **Job Description:Job Title: Private Banking AdvisorLocation: Ahmadabad, IndiaRole DescriptionBranch 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...

  • Merchant Banking Manager

    1 week ago

    Ahmedabad, Gujarat, India Bhaavya Consultancy Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    It is for a client stock broker. Accountancy firm looking for Advisors for merchant banking division.

  • Business Clients Area Advisor, AS

    1 week ago

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

    Job Description:Job Title: Business Clients Area Advisor, ASLocation: Ahmadabad, IndiaRole DescriptionBranch 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.What we'll offer youAs...

  • Manager Investment Banking

    2 weeks ago

    Ahmedabad, Gujarat, India Digifin Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionDigiFin Advisors is a specialized advisory firm established in April 2019, focused on facilitating funding solutions for startups and growing businesses. Our global team, comprising finance, management, and legal professionals, has expertise in both equity and debt fundraising. We provide worldwide services including corporate legal...

  • Financial Advisor

    1 day 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...

  • Financial Analyst

    2 weeks ago

    Ahmedabad, Gujarat, India GetFive Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Name of the organization – Getfive Advisors Pvt Ltd.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.Address:Ahmedabad Office:502, Abhishree Avenue, Opp....

  • Relationship Manager

    1 week ago

    Ahmedabad, Gujarat, India GetFive Full time

    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....

  • Management Information System Executive

    1 day 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....

  • Company Secretary

    7 days 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 having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising and debt. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies.Ahmedabad...

  • Team Leader Banking

    6 days ago

    Ahmedabad, Gujarat, India Kumar Rajiv & Co Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    Job Title: TEAM LEADER BANKING & FINANCE AHMEDABADCompany: M/s KUMAR RAJIV AND CO ( Chartered Accountancy Firm )Job Type: Full-TimeSalary Expected: Rs. 25,000- 30,000 Per Month (Depending on individual capability and experience)Educational Qualification: CA- Semi Qualified/ ACMA/ MBA having expert knowledge of ExcelCompany Contact Details: MOB: / Email: Job...