Lead a team to acquire and deepen B2C and high-net-worth client relationships, grow investment AUM and CASA, cross-sell wealth products, retain and reactivate accounts, and ensure compliant service delivery.
Job Description:
Job Title: Business Clients Credit Advisor
Corporate Title: AVP
Location: Mumbai, 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 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
- 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
- 6+ 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.
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