Private Banking Manager, Avp

Deutsche Bank

Pune, India
15+ years experience in investments
Wealth management product acquisition
High net worth client relationship building
This role focuses on acquiring B2C clientele and building a robust investment portfolio through micro-events and referrals

Job Summary

  • This role focuses on acquiring B2C clientele and building a robust investment portfolio through micro-events and referrals.
  • The position requires ensuring consistent growth of Investment AUM and CASA portfolios while maintaining strict compliance guidelines.
  • Employees enjoy benefits including gender-neutral parental leaves, 100% child care reimbursement, and sponsorship for industry certifications.

Matching Summary

This role focuses on acquiring B2C clientele and building a robust investment portfolio through micro-events and referrals.

Skills & Requirements

Must-have

  • 15+ years experience in investments
  • Wealth management product acquisition
  • High net worth client relationship building
  • Investment AUM growth strategies
  • CASA portfolio management

Nice-to-have

  • Micro-event execution for acquisition
  • Cross-sell synergy establishment
  • Service delivery excellence
  • Account reactivation strategies

Key Requirements

  • 15+ years of experience in investments
  • Strong knowledge of wealth management products
  • Proven track record in client acquisition

Work Rights

Not specified

Tailored Resume

Cover Letter