Private Banking Advisor

Deutsche Bank AG; New Delhi; On-site; INR 3,000,000 - 5,000,000; Full time

Benefits offered by this job

Leave policy

Parental leaves

Certifications sponsorship

EAP

Hospitalization Insurance

Term life Insurance

Health screening

Job summary

Deutsche Bank AG in India seeks a Senior Banker for Private Banking to acquire new-to-bank clients and deepen relationships, guiding investments, wealth management and insurance solutions.

You'll work closely with Head RM to grow the Savings portfolio, manage client investments and cross-sell insurance, mutual funds and PMS while adhering to regulatory requirements and delivering excellent client service.

Qualifications

• Minimum qualification required is Graduation.
• Minimum Experience should be 8–12 Years in relevant field.
• Senior Banker with knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance.
• Acquisition of New to Bank clients.
• Excellent communication in English and well groomed.

Responsibilities

• Assist Head RM 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.
• Grow the Savings portfolio and deepen client relationships with cross-sell of Investment & Insurance products.
• Ensure risk profiling and share-of-wallet improvements for each client.

Skills

Communication

Relationship Building

Acquisition

Cross Sell

Wealth Management

English Proficiency

Regulatory Awareness

Education

Graduation

Tools

AI tools

Job description

Private 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.

The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.

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

Acquisition

Assist Head RM 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

Relationship Building / Deepening / Cross Sell

Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.

Your skills and experience

Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives. Work includes:

Being first point of contact for clients and representing the bank in the market Building client relationships and market network

Attracting and acquiring new clients

Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.

Ensuring client satisfaction

Maintaining quality requirements and necessary regulatory requirements and approvals

Candidate should have excellent communication in English and well groomed.

Minimum qualification required is Graduation.

Minimum Experience should be 8 – 12 Years in relevant field.

This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients.

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.