Private Banking Advisor, As

Deutsche Bank

Mumbai, India
Acquisition of new clients
Relationship building and deepening
Cross-selling investment and insurance products
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. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

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 clients
  • Relationship building and deepening
  • Cross-selling investment and insurance products
  • Risk profiling and compliance adherence
  • High net worth account management

Nice-to-have

  • Customer service excellence
  • Proactive problem resolution
  • Continuous learning and development
  • Collaborative team environment

Key Requirements

  • Minimum 7-12 years relevant experience
  • Experience servicing clients of 20 lacs+
  • Graduation required
  • Individual contributor role

Work Rights

Not specified

Tailored Resume

Cover Letter