Private Banking Advisor
1 week ago
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.
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