Deutsche Bank – AVP – Private Banking

Deutsche Bank

Pune District

On-site

INR 1,500,000 - 2,500,000

Full time

14 days+

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Benefits offered by this job

Best in class leave policy

Gender neutral parental leaves

100% reimbursement under child care assistance benefit

Flexible working arrangements

Sponsorship for industry relevant certifications

Employee Assistance Program

Comprehensive Hospitalization Insurance

Accident and Term life Insurance

Complementary Health screening

Job summary

A leading global banking institution in Pune is seeking an experienced Private Banking Manager (AVP) to acquire B2C clientele and build a portfolio. The role involves ensuring consistent growth of investment portfolios and providing top-notch service to high net worth clients. Ideal candidates will have over 15 years of experience in investments and wealth management. This position offers a flexible working environment and comprehensive benefits.

Qualifications

15+ years of experience into investments & wealth management products acquisition.
Good Experience in Wealth Management products.
Candidate should have good knowledge about investments.

Responsibilities

Acquire B2C clientele & build portfolio.
Ensure consistent growth of Investment AUM & CASA portfolio.
Provide top class service delivery to clients.

Skills

Investments & wealth management products acquisition

Knowledge about investments

Wealth management products experience

Job description

Job Title: Private Banking Manager, AVP

Location: Pune, India

Role Description

Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.

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 child care assistance benefit (gender neutral)
Flexible working arrangements
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:

This is a team handling role
This role is to acquire B2C clientele & build portfolio there on

Acquisition:

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 Investment AUM & CASA portfolio.
Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
Ensure all business happens strictly within the compliance guidelines & framework of the bank

Retention:

Ensure top class service delivery to clients to be in line with the best in the industry.
Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances.
Work towards reactivating accounts which have stopped transacting or depleted in balances.
Assist in resolving service hurdles to create a delight situation for customers.

Your skills and experience:

15+ years of experience into investments & wealth management products acquisition
Good Experience in Wealth Management products
Candidate should have good knowledge about investments

How we’ll support you?

– Training and development to help you excel in your career