Business Clients Credit Advisor, As

Deutsche Bank

New Delhi, India
Investments and wealth management products acquisition
Business banking clientele acquisition
Portfolio growth and management
The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements

Job Summary

  • The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.
  • Your key responsibilities include acquiring B2C clientele, building portfolios through micro-events and referrals, and ensuring consistent growth of Investment AUM & CASA portfolio.
  • Deutsche Bank offers a comprehensive benefits package including best-in-class leave policy, gender-neutral parental leaves, and comprehensive hospitalization insurance.

Matching Summary

The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.

Skills & Requirements

Must-have

  • investments and wealth management products acquisition
  • business banking clientele acquisition
  • portfolio growth and management
  • client relationship management
  • compliance guidelines and framework adherence

Nice-to-have

  • world class client experience
  • continuous learning and progression
  • collaborative team environment
  • initiative and commercial thinking

Key Requirements

  • 6+ years of experience
  • Investments & wealth management products acquisition
  • Wealth Management products experience
  • Knowledge about investments

Work Rights

Not specified

Tailored Resume

Cover Letter