Private Banking Advisor, As

Deutsche Bank

Mumbai, India
Not specified; not specified; comprehensive hospit...
7 to 12 years banking experience
Client acquisition and relationship management
Investment and wealth management knowledge
The primary objective is to enhance the value of the savings account portfolio through cross-selling and acquiring new clientele

Job Summary

  • The primary objective is to enhance the value of the savings account portfolio through cross-selling and acquiring new clientele.
  • Candidates will be responsible for executing micro-events to acquire new accounts from group companies, family members, and referrals.
  • The role offers comprehensive benefits including gender-neutral parental leaves, 100% childcare reimbursement, and sponsorship for industry certifications.

Matching Summary

The primary objective is to enhance the value of the savings account portfolio through cross-selling and acquiring new clientele.

Salary

Not specified; Not specified; Comprehensive Hospitalization Insurance; Accident and Term life Insurance; Childcare assistance benefit

Skills & Requirements

Must-have

  • 7 to 12 years banking experience
  • Client acquisition and relationship management
  • Investment and wealth management knowledge
  • Savings portfolio growth and cross-sell
  • Risk profiling and compliance adherence

Nice-to-have

  • Excellent English communication skills
  • Well-groomed professional appearance
  • Experience with high-end credit cards
  • Premium club membership background
  • Strong networking abilities

Key Requirements

  • Minimum 7-12 years relevant experience
  • Graduation degree required
  • Experience servicing 20 lacs+ relationships
  • Knowledge of Mutual Funds, PMS, and Insurance

Work Rights

Not specified

Tailored Resume

Cover Letter