Senior Private Banking Advisor

Private Banking Senior Advisor, AVP

Job Description:

Job Title: Private Banking Senior Advisor, AVP

Location: Noida, India

Role Description

• Branch Banking is the liability business for Deutsche Bank present in 17 locations across India .
• This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.

What we’ll offer you

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

Your key responsibilities

• Head Relationship manager
• This role is a merged role, including assets & trade forex products and continually grow client base by continuous acquisition
• Ticket size: Assets – 1Cr to 50Cr / Trade Forex - clients with annual turnover of 500 Cr
• Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue
• Relationship Building / Deepening / Cross Sell: Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex, and Insurance & Investment sales to new / existing customers
• Risk Management & Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time
• Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contact ability by capturing email address and mobile number.

Your skills and experience

• 12 to 18  years of experience into Business Banking as an RM
• Candidate with experience in Private Banking / Wealth Management
• Strong network in Open market.
• Expertise across MFs, AIF, PMS, Equity
• Candidate should have excellent communication in English and well groomed
• Lead & Manage team of 5 Rms but will have his individual targets too

How we’ll support you

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

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.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Experience Level

Senior Level