Job Description

Job Title: Private Banking Advisor

Corporate Title: Associate

Location : Mumbai, India

Role Description

Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives.

Work includes:

• Being first point of contact for clients and representing the bank in the market
• Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
• Ensuring client satisfaction
• Maintaining quality requirements and necessary regulatory requirements and approvals

What well 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:

Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives.

Work includes:

• Being first point of contact for clients and representing the bank in the market
• Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
• Ensuring client satisfaction
• Maintaining quality requirements and necessary regulatory requirements and approvals

Your skills and experience

RM is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives.

Responsibilities includes:

• First point of contact for clients and representing the bank in the market
• Building client relationships and market network
• Attracting and acquiring new clients
• Providing holistic view to clients (including top clients) on investments, pension products, securities, etc
• Ensuring client satisfaction and maintaining quality requirements and necessary regulatory requirements and approvals.

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

More Info

Education