Private Banking Advisor

Deutsche Bank

Mumbai, India
Acquire new accounts
Cross-sell investment and insurance
Client portfolio growth
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

  • Acquire new accounts
  • Cross-sell investment and insurance
  • Client portfolio growth
  • Risk profiling for customers
  • Service delivery to clients
  • Adherence to compliance norms

Nice-to-have

  • Acting responsibly and commercially
  • Taking initiative and working collaboratively
  • Continuous learning and progression
  • Tailor flexible benefits

Key Requirements

  • Minimum 6 – 12 Years in relevant field
  • Servicing or sourcing clients of 20 lacs+
  • Graduation minimum qualification
  • Banking/Premium club membership background preferred
  • High End Credit card sales background preferred

Work Rights

Not specified

Tailored Resume

Cover Letter