Private Banking Advisor

Deutsche Bank

Mumbai, India
Acquire new accounts
Cross-sell investment and 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).
  • Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time.

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 accounts
  • Cross-sell investment and insurance
  • Risk profiling for customers
  • Top-class service delivery
  • Adherence to compliance norms

Nice-to-have

  • Empowered to excel together
  • Acting responsibly and commercially
  • Initiative and collaboration

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