Head Relationship Management

Deutsche Bank; Dadri; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Deutsche Bank Noida is seeking a Private Banking Senior Advisor, AVP to lead Relationship Management for high-net clients. You will manage assets and trade forex products, acquire new clients, and deepen existing relationships while meeting targets.

The role requires 12–18 years in Business Banking/Private Banking with a strong English communication skill set and a proven network in the open market. You will mentor a team of 5 RMs and drive cross-sell across products.

Qualifications

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

Responsibilities

• Head Relationship manager.
• This role includes assets & trade forex products and growing client base through acquisition.
• Acquire new accounts from group companies / family of existing customers and referrals.
• Build and deepen mapped Business Banking portfolio with cross-sell of trade, forex, insurance & investments.
• Ensure compliance with KYC, AML, mis-selling, information protection and other norms.
• Promote alternate channels and increase customer contact data (email, mobile).

Skills

Relationship Management

Team Leadership

Private Banking

Wealth Management

Mutual Funds

Forex Knowledge

English Communication

Client Acquisition

Open Market Network

Job description

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.

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