Mumbai Maharashtra Banking advisor Jobs – 168 Open Jobs Today

Private Banking Advisor, AS
Deutsche Bank —Mumbai, Maharashtra
- Full-time
- English
- Communication skills
- Health insurance
Business Analyst Associate
CapSavvy Consultants Pvt Ltd —Mumbai District, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Research
Quick apply
1d
Asset & Wealth Management, Private Credit Investing, Associate, Mumbai
Goldman Sachs —Mumbai, Maharashtra
- Finance
- Master's degree
- Bachelor's degree
- Health insurance
Model Analysis Valid Analyst II, Officer
Citi —Mumbai, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Paid time off
21h
Finance Analyst Associate
CapSavvy Consultants Pvt Ltd —Mumbai District, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Quick apply
1d
Wealth Manager
Team HR —Goregaon, Mumbai, Maharashtra
- ₹3,00,000 - ₹5,00,000 a year
- Full-time
- In-person
- Communication skills
- Banking
- Health insurance
Quick apply
8d
Relationship Manager
Talent Vision Services —Andheri East, Mumbai, Maharashtra
- ₹12,00,000 a year
- Full-time
- Master's degree
- Bachelor's degree
- Financial services
Quick apply
Urgent Requirement For Financial Advisory
Big Bee Consultant —Mumbai, Maharashtra
- ₹7,00,000 - ₹20,00,000 a year
- Customer service
- Analysis skills
- Communication skills
Commercial & Investment Bank - Strategy - Executive Director
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Data analysis skills
- Master's degree
- Financial services
4d
Associate - SaT - CHS - SaT - TCF - M&A Advisory - Mumbai
EY —Mumbai, Maharashtra
- Master's degree
- Business development
- Agile
Operations Analyst
Barclays —Mumbai, Maharashtra
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10d
Unlisted share sourcing
Transparent Capital —Marol, Mumbai, Maharashtra
- ₹50,000 a month
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Quick apply
5d
Principal Solution Architect (Payments & Banking) - Mumbai
iServeU —Mumbai, Maharashtra
- ₹15,00,000 - ₹20,00,000 a year
- Full-time
- APIs
- Communication skills
- Banking
Investment Banking Analyst - Officer
Citi —Mumbai, Maharashtra
- Full-time
- Bachelor's degree
- Communication skills
Senior Finance Executive- Virtual CFO Services
Finvvritti Advisors —Charni Road, Mumbai, Maharashtra
- ₹40,000 - ₹75,000 a month
- Full-time
- Microsoft Excel
- Analysis skills
- Project management
Quick apply
3d
Investor Relation Associate
ORIM Advisors —Goregaon East, Mumbai, Maharashtra
- ₹3,00,000 - ₹5,50,000 a year
- Full-time
- Bachelor's degree
- In-person
- Banking
Quick apply
11d
Vice President - Taxation, Societe Generale Bank India (Mumbai)
Société Générale —Mumbai, Maharashtra
- Microsoft Powerpoint
- Microsoft Excel
- Oracle
Finance Manager
Vintage Solution —Andheri East, Mumbai, Maharashtra
- ₹7,50,000 - ₹11,00,000 a year
- Full-time
- Finance
- Master's degree
- Supervising experience
- Health insurance
Quick apply
1d
Credit Risk Management and Analytics Senior Associate
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
5d
Associate
Cedar Management Consulting —Mumbai, Maharashtra
- Full-time
- Microsoft Powerpoint
- Computer science
- Microsoft Excel

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Private Banking Advisor, AS

Deutsche Bank -
Mumbai, Maharashtra

Apply Now

Job details

Full-time

Benefits

Health insurance

Qualifications

Wealth management
English
Sales
Communication skills

Full job description

Job Description:

Job Title: Private Banking Advisor, AS

Location: Mumbai, India

Role Description

Branch Banking is the liability business for Deutsche Bank 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.

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

Acquisition

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 / Deepening / Cross Sell

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.

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.

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 Experience should be 7 – 12 Years in relevant field.
This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients.

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

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Apply Now

Refine Your Search

banking advisor jobs in mumbai maharashtra

Private Banking Advisor, AS

Business Analyst Associate

Asset & Wealth Management, Private Credit Investing, Associate, Mumbai

Model Analysis Valid Analyst II, Officer

Finance Analyst Associate

Wealth Manager

Relationship Manager

Urgent Requirement For Financial Advisory

Commercial & Investment Bank - Strategy - Executive Director

Associate - SaT - CHS - SaT - TCF - M&A Advisory - Mumbai

Operations Analyst

Unlisted share sourcing

Principal Solution Architect (Payments & Banking) - Mumbai

Investment Banking Analyst - Officer

Senior Finance Executive- Virtual CFO Services

Investor Relation Associate

Vice President - Taxation, Societe Generale Bank India (Mumbai)

Finance Manager

Credit Risk Management and Analytics Senior Associate

Associate

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