Private Banking Advisor

Deutsche Bank

Pune, India
Acquire new accounts
Relationship building
Cross-sell
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) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above.
  • 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
  • Relationship Building
  • Cross-sell
  • Fee income generation
  • Risk Profiling
  • Service delivery
  • Wealth Management knowledge

Nice-to-have

  • Customer contact programs
  • Activating dormant accounts
  • Promote alternate channels
  • Continuous learning culture
  • Collaborative work environment

Key Requirements

  • Minimum qualification required is Graduation
  • Minimum Exp should be 7 – 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