Private Banking Advisor

Deutsche Bank AG; Mumbai; On-site; INR 3,000,000 - 4,500,000; Full time

Benefits offered by this job

Best in class leave policy

Gender-neutral parental leaves

Childcare assistance reimbursement

Certifications sponsorship

Employee Assistance Program

Hospitalization Insurance

Life Insurance

Health screening

Job summary

Deutsche Bank AG in Mumbai invites an AVP Private Banking Advisor to ensure top-tier customer service, strict regulatory compliance, and robust service delivery. You will oversee the service team, monitor costs, and drive cross‑selling while maintaining audit readiness.

The role demands 10–15 years of banking experience, strong leadership, and a track record of leveraging AI tools to improve workflows and risk controls.

Qualifications

• At least 10–15 years in banking, focusing on customer service and banking operations.
• Able to handle customer queries and meet commitments.
• Strong knowledge of day‑to‑day banking processes and rules.
• Excellent interpersonal skills and demonstrated leadership.
• Proven ability to leverage AI tools to enhance productivity and decision making.

Responsibilities

• Ensure strict adherence to internal and external guidelines (KYC, AML, audits).
• Monitor expenses, control costs, and track leads and waivers.
• Display regulatory circulars in the area and ensure compliance.
• Process account opening forms, MF applications, and custody/voucher rules accurately.
• Handle exception tracking, deferrals, and suspicious transactions as required.
• Maintain clean Mystery Shopping Audit reports by internal and external auditors.
• Track, respond to, and close customer complaints within target times.
• Lead a team of Customer Service Executives and drive cross-selling within the service team.
• Ensure best-in-class service standards across area customers via channel collaboration.
• Maintain access controls to Cash/Locker areas and report suspicious transactions.

Skills

Banking operations

Customer service

Leadership

AI tools

Regulatory compliance

Tools

AI tools

Job description

Private Banking Advisor Corporate Title: AVP

Location: Mumbai, India

Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too. Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors. Create a sales & service environment across service team Backup to service head

What we’ll offer you

• 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

• Ensure strict adherence to all internal and external guidelines (KYC & Money Anti Launderings, Audits)
• Ensure proper monitoring of expenses and controlling costs, waiver tracking & lead management
• Ensure proper display of all Regulatory Circulars in the Area
• Proper Accurate processing of all account opening forms MF applications Voucher Management, Rules of Custodianship, Key Management guidelines, are followed without any deviation
• Exception handling / deferral tracking and monitoring
• Suspicious transactions, large cash txn's, NR Credits are reviewed and the necessary process is followed as per the guidelines laid
• Ensure Area has a clean Mystery Shopping Audit report both by Internal as well as External auditors
• Ensure proper tracking, responses and closures of all Customer Complaints within the committed TAT's
• Leading a team of Customer Service Executives and create a cross sell environment across the Service Team
• Ensuring best in class service standards to all the Area customers by synergizing with all the channels in the Area
• Ensuring proper controls and access is maintained to the Cash / Locker Area at all times
• Any suspicious transaction must immediate! be reported to the supervising officer

Your skills and experience

• Should have an experience of atleast 10-15 years in the Banking Industry wrt to Customer Service and Banking operations
• Should possess the skill sets to handle customer queries and keep upto customer commitments
• Should be well versed knowledge on Banking processes pertaining to day to day operations and rules
• Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit
• Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

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. For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

More information at: Deutsche Bank Careers (db.com)