Hiring for Personal Banking Advisor in Mumbai, for Exp. 2 - 5 yrs at DBOI Global Services Pvt. Ltd.. (Job in Mumbai)
(Not Shown) (Please mention IndiaDynamics.com when contacting)
Job Description:KEY RESPONSIBILITIES Acquisition:Assist HRM 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 / Deepening / Cross Sell:Ensure consistent growth of the Savings portfolio.Work closely with the Head RM to establish synergies for maximum penetration of Investment & amp amp Insurance sales to new customers along with deepening into the book.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 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 & amp amp 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 contactability by capturing email address and mobile number Candidate skills - Ideal Candiate should have excellent communication in English and should be well groomed. He/ she should have knowledge of financial products and experience of servicing and sourcing clients of 5 lacs to 20 lacs relationship. The person should preferably be from Banking / Insurance / Credit Cards / NBFC. Minimum qualification required is Graduation in any field. In return, Deutsche Bank offers a challenging and rewarding career where your contribution is valued and rewarded. We have an inclusive and friendly working environment coupled with excellent facilities and benefits.