Private Banking Manager, AVP

Deutsche Bank; Maharashtra; On-site; INR 3,000,000 - 5,500,000; Full time

Benefits offered by this job

Best leave policy

Parental leaves

Child care assistance (gender neutral)

Flexible working arrangements

Certifications sponsorship

Employee Assistance Program

Hospitalization insurance for depend1

Job summary

Deutsche Bank in Pune, India is seeking a Private Banking Manager, AVP to lead a high-value client portfolio within the Private Banking channel. The role focuses on acquiring B2C clients, expanding a robust wealth management portfolio, and coordinating with cross-functional teams to deliver bespoke investment and lending solutions.

The role emphasizes adherence to compliance, high-quality service delivery, and proactive client retention.

Qualifications

• 15+ years of experience in investments & wealth management products acquisition.
• Good experience in wealth management products.
• Knowledge about investments and market trends.

Responsibilities

• This is a team handling role.
• Acquire B2C clientele and build a portfolio.
• Execute micro-events for client acquisition and secure new accounts from group companies or referrals.
• Deepen relationships, grow Investment AUM & CASA, and coordinate with Head RM for cross-channel opportunities.
• Ensure all business complies with bank policies and regulatory guidelines.
• Deliver top-class service to retain and reactivate high-net-worth accounts.

Skills

Investments

Wealth management

Client acquisition

Job description

Position Overview

Job Title: Private Banking Manager, AVP

Location: Pune, 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. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.

In Scope of Position based Promotions (INTERNAL only)

Job Title: Private Banking Manager, AVP

Location: Pune, 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. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.

What We’ll Offer You

• Best in class leave policy


• Gender neutral parental leaves


• 100% reimbursement under child care assistance benefit (gender neutral)


• Flexible working arrangements


• 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

• This is a team handling role


• This role is to acquire B2C clientele & build portfolio there on


• Acquisition - 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 Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.


• Ensure all business happens strictly within the compliance guidelines & framework of the bank


• Retention - Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers.

Your Skills And Experience

• 15+ years of experience into investments & wealth management products acquisition


• Good Experience in Wealth Management products


• Candidate should have good knowledge about investments

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.