# Private Banking Advisor

**Company**: Deutsche Bank
**Location**: New Delhi, 18 & 20 Kasturba GM
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/New-Delhi-18--20-Kasturba-GM/Private-Banking-Advisor_R0447542?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_cdd7e46e-2f0

## Description

We are seeking a Private Banking Advisor to join our team in New Delhi, India.

As a Private Banking Advisor, you will be responsible for enhancing the value of the savings account portfolio through cross-selling, acquiring new clients, and building strong relationships with existing customers.

**Key Responsibilities:**

- Assist in executing successful micro-events for 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

- Work closely with the Head Relationship Manager to establish synergies for maximum penetration of Investment & Insurance sales

- Build a robust momentum with regard to third-party distribution and fee income

- Ensure Risk Profiling is done for each customer

- Implement customer contact programs to ensure their share of wallet with the bank increases

- Close monitoring of average revenue per customer

**Requirements:**

- Minimum 8-12 years of experience in a relevant field

- Graduation degree

- Excellent communication skills in English

- Well-groomed and professional demeanor

- Strong knowledge of investments, wealth management, mutual funds, PMS, insurance, and acquisition of new clients

- Proven ability to leverage AI tools to enhance productivity and optimize workflows

**What We Offer:**

- Best-in-class leave policy

- Gender-neutral parental leaves

- 100% reimbursement under childcare assistance benefit

- 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

- Complimentary health screening for 35 years and above

**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

## Skills

### Required
- investments
- wealth management
- mutual funds
- PMS
- insurance
- AI tools

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/New-Delhi-18--20-Kasturba-GM/Private-Banking-Advisor_R0447542?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)