Job Description

Private Banking Advisor, AS

Position Overview

Job Title- Private Banking Advisor, AS

Location- Gurgaon DLF Infinity Towers, India

Role 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
- 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

Acquisition
- Assist Head RM in executing successful micro-events for acquisition of current 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 moni

📌 Private Banking Advisor, AS (Gurugram)
🏢 Deutsche Bank
📍 Gurugram