Private Banking Advisor, Associate

Job Description Role Overview: As a Private Banking Advisor, Associate at Deutsche Bank in Calcutta, India, you will be part of the Branch Banking team responsible for the liability business. Your primary objective will be to enhance the value of the savings account portfolio through cross-selling and acquiring new clientele across various channels like Personal Banking, Private Banking, and Business Banking. Key Responsibilities: - Assist the Head RM in executing successful micro-events for the acquisition of new clients - Acquire new accounts from group companies/family of existing customers and referrals from existing customers - Ensure consistent growth of the Savings portfolio and establish synergies for maximum penetration of Investment & Insurance sales - Conduct Risk Profiling for each customer and implement customer contact programs to increase their share of wallet with the bank - Provide top-class service delivery to clients and monitor high net worth accounts closely for regular use and balance growth - Ensure adherence to compliance norms and policies such as Know Your Customer, Anti Money Laundering, and Operational Risk - Report any suspicious transactions immediately to the Area Manager and promote the usage of Alternate Channels Qualification Required: - Experience in servicing or sourcing clients of 20 lacs+ relationship - Preferred background in Banking, Premium club membership, or High-End Credit card sales - Excellent communication skills in English and well-groomed appearance - Graduation degree as the minimum qualification - 6-12 years of relevant field experience Additional Company Details: Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, sponsorship for industry-relevant certifications, employee assistance programs, comprehensive insurance coverage, and complementary health screenings. The company values a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration, aiming for continuous learning and progression for its employees. For further information about Deutsche Bank and its culture, please visit the company website at https://www.db.com/company/company.htm. The company promotes a positive, fair, and inclusive work environment, welcoming applications from all individuals. Role Overview: As a Private Banking Advisor, Associate at Deutsche Bank in Calcutta, India, you will be part of the Branch Banking team responsible for the liability business. Your primary objective will be to enhance the value of the savings account portfolio through cross-selling and acquiring new clientele across various channels like Personal Banking, Private Banking, and Business Banking. Key Responsibilities: - Assist the Head RM in executing successful micro-events for the acquisition of new clients - Acquire new accounts from group companies/family of existing customers and referrals from existing customers - Ensure consistent growth of the Savings portfolio and establish synergies for maximum penetration of Investment & Insurance sales - Conduct Risk Profiling for each customer and implement customer contact programs to increase their share of wallet with the bank - Provide top-class service delivery to clients and monitor high net worth accounts closely for regular use and balance growth - Ensure adherence to compliance norms and policies such as Know Your Customer, Anti Money Laundering, and Operational Risk - Report any suspicious transactions immediately to the Area Manager and promote the usage of Alternate Channels Qualification Required: - Experience in servicing or sourcing clients of 20 lacs+ relationship - Preferred background in Banking, Premium club membership, or High-End Credit card sales - Excellent communication skills in English and well-groomed appearance - Graduation degree as the minimum qualification - 6-12 years of relevant field experience Additional Company Details: Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, sponsorship for industry-relevant certifications, employee assistance programs, comprehensive insurance coverage, and complementary health screenings. The company values a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration, aiming for continuous learning and progression for its employees. For further information about Deutsche Bank and its culture, please visit the company website at https://www.db.com/company/company.htm. The company promotes a positive, fair, and inclusive work environment, welcoming applications from all individuals.