Job Description

Description

  • 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.

    • What we’ll 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

    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.
  • Qualification required 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.

    • Apply for this Position

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