Private Banking Advisor

Deutsche Bank UK

Pune, India
Acquisition of new clientele
Savings account portfolio enhancement
Cross-sell of investment & insurance
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 clientele
  • Savings account portfolio enhancement
  • Cross-sell of Investment & Insurance
  • Risk Profiling
  • Customer contact programs
  • Service delivery to clients

Nice-to-have

  • Acting responsibly
  • Thinking commercially
  • Taking initiative
  • Working collaboratively
  • Continuous learning culture

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