Private Banking Advisor

Deutsche Bank AG; Mumbai City; On-site; INR 1,200,000 - 2,500,000; Full time

Benefits offered by this job

Leave policy

Parental leaves

Childcare reimbursement

Certification sponsorship

Employee Assistance Program

Health insurance

Life insurance

Health screening

Job summary

Deutsche Bank AG in Mumbai seeks an experienced Private Banking AVP to drive service excellence while ensuring strict adherence to KYC, AML and audit guidelines. You will mentor Customer Service Executives, drive cross-selling within the service channel, monitor expenses, and ensure proper processing of account opening forms and MF applications.

The role emphasizes risk controls, incident handling, and collaboration with audit teams while promoting a culture of learning and client-centric

Qualifications

• Extensive banking experience in customer service
• Strong knowledge of day-to-day banking operations
• Excellent interpersonal and leadership abilities

Responsibilities

• Adhere to KYC, AML and audit guidelines across the area
• Monitor expenses, control costs, and track waivers and lead management
• Display regulatory circulars in the area and ensure proper processing of forms
• Review suspicious transactions and large cash transactions per guidelines
• Track and close customer complaints within committed TAT
• Lead a team of Customer Service Executives and enable cross-selling across the service team
• Maintain access controls for Cash/Locker areas and report any anomalies

Skills

Banking experience

Customer service

Banking operations

Interpersonal skills

Leadership

AI tools

Job description

Job Description:

Job Title: Private Banking Advisor

Corporate Title: AVP

Location: Mumbai, India

Role 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

• 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.