Vista previa generada por IA
Senior Private Banking Advisor role at Deutsche Bank, Gurgaon – drive client growth and cross‑sell across wealth platforms.
Join a team with flexible benefits, career development, and a culture of inclusion.
Private Banking Advisor
Private Banking Advisor
Position Overview
Job Title: Private Banking Advisor Corporate Title: Associate Location: Gurgaon DLF Infinity Towers, India Role Description Private 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. Private 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. 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. 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.
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.
Best in class leave policy.
Gender neutral parental leaves
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
100% reimbursement under childcare assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Complementary Health screening for 35 yrs. and above
Your key responsibilities
Acquisition
Assist Head RM 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
Assist Head RM 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
Relationship Building / Deepening / Cross Sell
Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.
Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.
Your skills and experience
Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives. Work includes:
Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives. Work includes:
Being first point of contact for clients and representing the bank in the market Building client relationships and market network
Being first point of contact for clients and representing the bank in the market Building client relationships and market network
Attracting and acquiring new clients
Attracting and acquiring new clients
Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
Ensuring client satisfaction
Ensuring client satisfaction
Maintaining quality requirements and necessary regulatory requirements and approvals
Maintaining quality requirements and necessary regulatory requirements and approvals
Candidate should have excellent communication in English and well groomed.
Candidate should have excellent communication in English and well groomed.
Minimum qualification required is Graduation.
Minimum qualification required is Graduation.
Minimum Experience should be 8 – 12 Years in relevant field.
Minimum Experience should be 8 – 12 Years in relevant field.
This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients.
This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients.
How we’ll support you
Training and development to help you excel in your career.
Training and development to help you excel in your career.
Coaching and support from experts in your team.
Coaching and support from experts in your team.
A culture of continuous learning to aid progression.
A culture of continuous learning to aid progression.
A range of flexible benefits that you can tailor to suit your needs.
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.