Private Banking Advisor

Deutsche Bank AG; Mumbai; On-site; INR 2,400,000 - 4,200,000; Full time

Benefits offered by this job

Leave policy

Gender neutral parental leaves

Sponsorship for certifications

Employee Assistance Program

Health insurance for you and dependets

Accident and Life Insurance

Health screening for 35+ years

Job summary

Deutsche Bank AG in Mumbai seeks a senior banking services leader with 10–15 years in customer service and operations. You will guide a service team, ensure compliance with KYC, AML and audits, and drive cost controls and cross-selling initiatives while maintaining strict access controls in cash areas.

You will monitor regulatory displays, handle complaints within TAT, and back up the service head with coaching and strategic oversight, contributing to a culture of excellence.

Qualifications

• At least 10-15 years in banking focused on customer service and operations.
• Ability to handle customer queries and uphold commitments.
• Strong knowledge of day-to-day banking processes and rules.
• Proven leadership and team-spirited interpersonal abilities.

Responsibilities

• Ensure strict adherence to all internal and external guidelines (KYC & Money Laundering, Audits).
• Monitor expenses, control costs, waiver tracking and lead management.
• Display all Regulatory Circulars in the area and ensure compliance.
• Process account opening forms and MF applications accurately.
• Manage voucher control, custodianship rules, and key management guidelines.
• Handle exceptions, deferral tracking and monitoring.
• Review suspicious transactions and large cash transactions per guidelines.
• Ensure clean Mystery Shopping Audit results from internal and external auditors.
• Track, respond and close customer complaints within committed TAT.
• Lead a team of Customer Service Executives and drive cross-sell within the service team.
• Maintain best-in-class service standards across area customers and channels.
• Ensure restrictive controls and access to Cash/Locker area at all times.
• Report any suspicious transaction immediately to supervising officer.

Skills

Customer service

Leadership

Interpersonal skills

Compliance knowledge

Problem solving

Job description

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

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

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:

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.