Private Banking Advisor – Branch Banking, Analyst

Deutsche Bank

Noida, India
Acquire new clients
Cross-sell investment and insurance
Client portfolio growth
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

Job Summary

  • 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.
  • 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).
  • We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Matching Summary

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.

Skills & Requirements

Must-have

  • Acquire new clients
  • Cross-sell investment and insurance
  • Client portfolio growth
  • Risk profiling for customers
  • Adherence to compliance norms
  • Service delivery to clients

Nice-to-have

  • Acting responsibly
  • Thinking commercially
  • Taking initiative
  • Working collaboratively
  • Continuous learning

Key Requirements

  • Minimum qualification required is Graduation
  • Minimum Exp should be 6 – 12 Years
  • Servicing or sourcing clients of 20 lacs+ relationship
  • Banking / Premium club membership / High End Credit card sales background preferred

Work Rights

Not specified

Tailored Resume

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