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Private Banking Advisor
DWS Group & GmbH Co KgaA
posted 4mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Ensure consistent growth of the Savings portfolio.
- 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, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets.
- 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
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
Your skills and experience
- The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.
- Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
- Candidate should have excellent communication in English and well groomed.
- Minimum qualification required is Graduation.
- Minimum Exp should be 6 - 12 Years in relevant field.
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
Employment Type: Full Time, Permanent
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What people at DWS Group & GmbH Co KgaA are saying
What DWS Group & GmbH Co KgaA employees are saying about work life
based on 19 employees
Flexible timing
Monday to Friday
No travel
Day Shift
DWS Group & GmbH Co KgaA Benefits
Soft Skill Training 
International Relocation 
Job Training 
Free Transport 
Child care 
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