Key Responsibilities –
Assist Head RM in 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 / Cross Sell –
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, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure his share of wallet with the bank increases. Close monitoring of average revenue per customer.
Job Title: Relationship Manager – Private Banking
Job ID: 3137873
Location: Ludhiana, Punjab
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.
Desired Candidate Profile –
Candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Candidates from Banking / Premium Club Membership / (Paid) High End Credit Card Sales background will be preferred.
Candidate should have excellent communication in English and well groomed.
Minimum qualification required is Graduation.
Company Profile –
Deutsche Bank’s Branch Banking is the liability business 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.
Further Details on Deutsche Bank Job – Relationship Manager Private Banking
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