Premium Banking

Found in: Talent IN C2 - 3 weeks ago


Chennai, India 0796 Deutsche Bank Aktiengesellschaft, Filiale New Delhi Full time

Description

Candidate is having prior experience of New to bank acquisition of current accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Candidate's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue

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

Acquisition - Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition - Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure candidate's share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition 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 SSM. Any suspicious transaction to be immediately reported to the SSM.

Your skills and experience

In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill  Have and understood the market update and knowledge. Having awareness and information about the competition 

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
  • Premium Banking

    Found in: Whatjobs IN C2 - 1 week ago


    chennai, India 0796 Deutsche Bank Aktiengesellschaft, Filiale New Delhi Full time

    Description Candidate is having prior experience of New to bank acquisition of current accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Candidate's experience will support team/Bank to acquire new client from the open market to bank...

  • Business Banking Advisor

    Found in: Whatjobs IN C2 - 2 weeks ago


    chennai, India 0796 Deutsche Bank Aktiengesellschaft, Filiale New Delhi Full time

    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 existing trade account portfolio. What we’ll...

  • Business Banking Advisor

    Found in: Talent IN C2 - 3 weeks ago


    Chennai, India 0796 Deutsche Bank Aktiengesellschaft, Filiale New Delhi Full time

    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 existing trade account portfolio. What we’ll offer...

  • Private Banking RM

    Found in: Whatjobs IN C2 - 1 week ago


    chennai, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full time

    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,...

  • Private Banking RM

    Found in: Talent IN C2 - 3 weeks ago


    Chennai, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full time

    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...

  • Privy Relationship Manager

    Found in: Whatjobs IN C2 - 1 week ago


    chennai, India Mintskill HR Solutions LLP Full time

    Job Description Department Priority – Retail LiabilitiesLocation : Multiple locations in IndiaNumber of Positions 15Position Grade: M4/M5'Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and...


  • Chennai, Tamil Nadu, India Teleperformance Full time

    We are hiring for banking process associate profiles (work from office) for one of our Premium Client. **Role & responsibilities -** **3. Fresher or Experience both can apply.** **5. Male and Female both can apply.** **6. Efficiently handling live customers.** **7. Informing the customers about updates, deals, offers, promotions, policies, and keeping...

  • Cluster Sales Manager

    Found in: Whatjobs IN C2 - 3 weeks ago


    chennai, India Tata AIA Life Insurance Full time

    Position Overview Position Title Cluster Sales Manager Department Federal Bank Level/ Band Manager / 401 Role Summary : Dual responsibility of Joint Field Work as well as team management. Interact with Bank’s cluster head & bank employees and manage them on daily basis ...

  • Cluster Sales Manager

    Found in: Talent IN C2 - 3 weeks ago


    Chennai, India Tata AIA Life Insurance Full time

    Position Overview Position Title Cluster Sales Manager Department Federal Bank Level/ Band Manager / 401 Role Summary : Dual responsibility of Joint Field Work as well as team management. Interact with Bank’s cluster head & bank employees and manage them on daily basis ...

  • Wealth Head

    Found in: beBee S IN - 3 weeks ago


    Chennai, India iimjobs Full time

    Job Description:- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, - Inspiring and providing guidance to the team to keep the performance levels high - Maintaining profitability targets by ensuring good IRR and cross-selling - Identifying...

  • Cluster Head

    Found in: beBee S IN - 3 weeks ago


    Mumbai/Delhi/Chennai/Hyderabad/Kolkata, India iimjobs Full time

    Cluster Head We are seeking a Cluster Head who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial...

  • Cluster Head

    Found in: beBee S IN - 3 weeks ago


    Mumbai/Delhi/Chennai/Hyderabad/Kolkata, India iimjobs Full time

    Cluster Head We are seeking a Cluster Head who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial...

  • Sales Manager

    2 weeks ago


    Bengaluru / Bangalore, Chennai, India Supro Info Solutions Private Limited Full time

    Work on assigned leads by the Bank and generate referral from every customer that visits the branch. Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets. Excellent communication, interpersonal and selling skills. Strong problem solving skills and decision making ability  Establishing &...

  • Head - Wealth - Bank (10-18 yrs)

    Found in: beBee S IN - 4 weeks ago


    Hyderabad/Patna/Pune/Chennai/Bhubaneshwar, India iimjobs Full time

    Wealth Head-MBA(Finance)-10yrs min expRole Summary:- If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!- The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.-...

  • Head - Wealth - Bank (10-18 yrs)

    Found in: beBee S IN - 3 weeks ago


    Hyderabad/Patna/Pune/Chennai/Bhubaneshwar, India iimjobs Full time

    Wealth Head-MBA(Finance)-10yrs min expRole Summary:- If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!- The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.-...

  • Head - Wealth - Bank (10-18 yrs)

    Found in: beBee jobs IN - 3 weeks ago


    Hyderabad/Patna/Pune/Chennai/Bhubaneshwar, India iimjobs Full time

    Wealth Head-MBA(Finance)-10yrs min expRole Summary:- If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you- The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.- (S)he...

  • Head - Wealth - Bank (10-18 yrs)

    Found in: beBee jobs IN - 2 weeks ago


    Hyderabad/Patna/Pune/Chennai/Bhubaneshwar, India iimjobs Full time

    Wealth Head-MBA(Finance)-10yrs min expRole Summary: If you love interacting with highnet worth people, and maintaining strong longterm relationships, this is the position for you The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.- (S)he...

  • Senior Client Care Executive,Priority Clients

    Found in: Talent IN C2 - 3 weeks ago


    Chennai, India Standard Chartered Bank Full time

    Role Responsibilities Job Purpose To provide clients with information about Standard Chartered Bank’s Premium Banking Products. Also handle client calls / issues while providing consistent delivery of client delight relating to queries/ requests / financial needs / problem resolution keeping focus on SCB Policies. Key Responsibilities ...

  • Wealth Head

    Found in: beBee S IN - 3 weeks ago


    Chennai/Pune/Bhubaneshwar/Guwahati/Hyderabad, India iimjobs Full time

    Wealth Head_12-15 years(Fintech/Private Banks/Wealth Teams)_MBA(Finance) Designation: Wealth HeadJob Locations: Chennai, Bubaneshwar, Guwahati, Hyderabad, Pune Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience :12 - 15 years in Financial Industry pref. Broking/ Capital Markets Role Summary: If you love interacting with...

  • Wealth Head

    Found in: beBee jobs IN - 3 weeks ago


    Chennai/Pune/Bhubaneshwar/Guwahati/Hyderabad, India iimjobs Full time

    Wealth Head_12-15 years(Fintech/Private Banks/Wealth Teams)_MBA(Finance) Designation: Wealth HeadJob Locations: Chennai, Bubaneshwar, Guwahati, Hyderabad, Pune Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : years in Financial Industry pref. Broking/ Capital Markets Role Summary: If you love interacting with...