Private Banking Advisor – Branch Banking, Analyst

Deutsche Bank

Chennai, India
Not specified; not specified; best in class leave ...
20 lacs+ relationship experience
Savings portfolio growth
Investment and insurance sales
The primary objective is to enhance the value of the savings account portfolio through cross-sell and acquire new clientele

Job Summary

  • The primary objective is to enhance the value of the savings account portfolio through cross-sell and acquire new clientele.
  • Candidates will work closely with the Head RM to establish synergies for maximum penetration of Investment and Insurance sales.
  • The role requires ensuring consistent growth of the Savings portfolio while adhering to strict compliance norms like KYC and AML policies.

Matching Summary

The primary objective is to enhance the value of the savings account portfolio through cross-sell and acquire new clientele.

Salary

Not specified; Not specified; Best in class leave policy; Gender neutral parental leaves; 100% reimbursement under childcare assistance benefit; Sponsorship for Industry relevant certifications and education; Employee Assistance Program; Comprehensive Hospitalization Insurance; Accident and Term life Insurance; Complementary Health screening for 35 yrs. and above

Skills & Requirements

Must-have

  • 20 lacs+ relationship experience
  • Savings portfolio growth
  • Investment and insurance sales
  • Know Your Customer policy adherence
  • Anti Money Laundering Policy knowledge

Nice-to-have

  • Excellent English communication skills
  • Well groomed professional appearance
  • High net worth account monitoring
  • Third party distribution momentum
  • Customer delight service delivery

Key Requirements

  • Minimum 6-12 years relevant experience
  • Graduation degree required
  • Experience servicing 20 lacs+ relationships
  • Background in Banking or Premium club membership

Work Rights

Not specified

Tailored Resume

Cover Letter