Private Banking Advisor, As

Deutsche Bank

Mumbai, India
Not specified; not specified; comprehensive benefi...
7 to 12 years banking experience
Client acquisition from high net worth groups
Cross-sell of investment and insurance products
The primary objective is to enhance the value of the savings account portfolio through cross-selling to increase fee income

Job Summary

  • The primary objective is to enhance the value of the savings account portfolio through cross-selling to increase fee income.
  • Candidates will be responsible for acquiring new accounts from group companies, family members of existing customers, and referrals.
  • The role offers comprehensive benefits including gender-neutral parental leaves, 100% reimbursement for childcare assistance, and sponsorship for industry certifications.

Matching Summary

The primary objective is to enhance the value of the savings account portfolio through cross-selling to increase fee income.

Salary

Not specified; Not specified; Comprehensive benefits including leave policy and insurance coverage

Skills & Requirements

Must-have

  • 7 to 12 years banking experience
  • Client acquisition from high net worth groups
  • Cross-sell of investment and insurance products
  • Knowledge of mutual funds and PMS
  • Adherence to KYC and AML policies

Nice-to-have

  • Excellent communication in English
  • Well groomed professional appearance
  • Experience with premium club memberships
  • Background in high-end credit card sales
  • Ability to execute micro-events for acquisition

Key Requirements

  • Minimum 7-12 years relevant experience
  • Graduation degree required
  • Experience servicing 20 lacs+ relationships
  • Strong knowledge of wealth management products

Work Rights

Not specified

Tailored Resume

Cover Letter