Private Banking Advisor

Deutsche Bank UK

Mumbai, India
Acquisition of new clientele
Cross-sell of investment & insurance
Risk profiling for customers
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.

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

  • Acquisition of new clientele
  • Cross-sell of Investment & Insurance
  • Risk Profiling for customers
  • Service delivery to clients
  • Adherence to compliance norms

Nice-to-have

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

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

Cover Letter