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Private Banking Advisor

6 - 8 yrs
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Not Disclosed by Recruiter Posted 5 days ago Job Applicants: 10 Job Views: 136

Job Description

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    Private & Commercial Clients

    Deutsche Bank provides banking and other financial services to private and commercial clients in Germany, Europe and Asia. These include payment and current account services, investment management and retirement planning, as well as personal loans and mortgages. We also provide small and medium-sized clients with solutions ranging from start-up financing to structured finance. Together with the Corporate & Investment Bank, we are able to utilise the opportunities in interest rate and foreign currency management, foreign trade and the capital markets.

    As the leading private bank in our home market, together with Postbank, we serve more than 20 million clients in Germany, as well as over 3.5 million clients abroad. We have more than 1,300 branches in Germany, Italy, Spain, Belgium, Portugal and India.

    Besides our branches, we also have a mobile network of independent advisors, direct sales channels and a comprehensive online offering.

    Position Overview

    Position Description Template

    Details of required position
    Local Manager

    *For Japan, Poland & US only


    Retail- PCC

    Functional Title:

    Private Banking Advisor

    Corporate Title:


    Local Grade (Regional):


    Number of positions required:


    Is this a GKFH, SLC, SMG** or an *IHC position?

    *US only

    **UK only

    Yes / No

    *If Yes , only approved position descriptions are to be used for the position/job posting.

    Position 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 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.

    Position Specific Responsibilities and Accountabilities

    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, 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 his share of wallet with the bank increases. Close monitoring of average revenue per customer.

    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.

    Risk Management & Governance - Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contactability by capturing email address and mobile number.

    People Management


Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Retail/Personal Banking

Role:Domestic Private Banking-Executive/Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Experience/ Exposure

    • The candidate should have a minimum experience of 6-8 years in servicing or sourcing HNI/ UHNI clients of 30 lacs+ relationship. Strong background in Wealth Management, Investment and Insurance products.
    • Applicants are preferred from Banking/ Investment & Insurance Advisory, Private Wealth Management companies and Asset Management companies.
    • Candidate should have excellent communication in English and well groomed.

    Education/ Qualifications

    • Minimum qualification required is Graduation.


UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

DBOI Global Services Pvt. Ltd.

DBOI Global Services Pvt. Ltd.
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