Private Banking Manager, AVP

Deutsche Bank AG; Pune District; Sur place; INR 3 500 000 - 7 500 000; Plein temps

Avantages offerts par ce poste

Leave policy

Parental leave

Child care assistance

Flexible work

Certifications sponsorship

Employee assistance

Insurance - hospitalization

Life insurance

Health screening for 35+

Résumé du poste

Deutsche Bank AG in Pune, India seeks a Private Banking Manager, AVP to lead a team and grow high‑net‑worth relationships, acquisitions, and portfolio growth across investments and wealth management.

You will work with Head RM to maximize wallet share, ensure compliant business, and provide world‑class service while building pipelines from referrals and group companies.

Qualifications

• 15+ years of experience into investments & wealth management products acquisition.
• Good Experience in Wealth Management products.
• Candidate should have good knowledge about investments.

Responsabilités

• This is a team handling role
• 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

Connaissances

Investments

Wealth management

Client acquisition

Relationship management

Description du poste

Job Description: 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

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 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. 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)