Private Banking Advisor, As

Deutsche Bank UK

Mumbai, India
7-12 years banking experience
Wealth management knowledge
Client acquisition skills
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 be responsible for executing micro-events, deepening relationships, and driving third-party distribution sales like insurance and auto loans.
  • The role offers comprehensive benefits including gender-neutral parental leaves, 100% childcare reimbursement, and sponsorship for industry certifications.

Matching Summary

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

Skills & Requirements

Must-have

  • 7-12 years banking experience
  • Wealth Management knowledge
  • Client acquisition skills
  • Investment sales expertise
  • Insurance distribution experience

Nice-to-have

  • Premium club membership background
  • High-end credit card sales
  • Excellent English communication
  • Well-groomed professional appearance
  • Mutual Funds and PMS knowledge

Key Requirements

  • Minimum 7-12 years relevant experience
  • Graduation degree required
  • Experience servicing 20 lacs+ relationships
  • Knowledge of investments and wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter