Tele- Relationship Manager - NCT

• Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
• The candidate will be part of cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions.

Your key responsibilities

Relationship Building / Deepening / Cross Sell

• Increase acquisition of target clientele across private/personal banking segments. Assist Head- Cross sell in conducting approved local level sales drives (micro events) to achieve acquisition and acquire new accounts from referrals, companies and existing networks.
• Work closely with the Relationship Management/Senior Sales Management team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book .
• Ensure smooth transition of customer management to the respective Relationship Management post acquisition. Deepening of mapped base by cross-sell of insurance and investment products.

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.

Risk Management & Governance

• Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time.
• Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number.

Video KYC (Know Your Customer)

• Understand the requirements of Video KYC guidelines as per RBI and assist the prospects/ customers with account opening and KYC renewals through Video KYC mode.
• Incumbent will guide the customer on Video KYC requirements and follow the standard procedures laid down by the bank for Video KYC.

Video KYC Agent

• Candidate should be able to conduct Video KYC sessions as per the process laid down for new account opening and KYC renewal.

Tele-calling

• Incumbent will be part of various projects for new acquisitions, cross-sell and any ad-hoc calling activity to support branch banking.

Your skills and experience

• The candidate should have experience in managing clients of 10 lacs & above for their Banking, Investments, Insurance & Lending requirements.
• Relevant experience in VRM- Virtual Relationship Management/ Tele Sales in Liability / Insurance market is mandatory.
• Minimum Experience: Candidates should have Wealth Management / Investment/ Insurance experience of atleast 3- 5 years or more of relevant experience.
• Candidates residing in Mumbai (Western Suburbs) will be preferred and currently looking for female candidates only
• Candidates with experience in Video Chats or experience in Video KYC will be preferred.
• Applicants are preferred from Banking especially foreign banks like;
  • Standard Chartered (Priority Banking)
  • HSBC (Premier Bank)
  • CitiBank (Citi Gold)
  • DBS Bank (for 30 lacs plus segment)
• Or even Private banks like;
  • HDFC Bank
  • Kotak Bank
  • Axis Bank
• Candidate should have excellent communication in English and well groomed.
• Qualificationrequired is Post Graduation / Graduate.

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.