Full-Time
Private Banking Advisor
Posted on 12/13/2025
Deutsche Bank
10,001+ employees
Global bank offering investment, asset, retail.
No salary listed
Ahmedabad, Gujarat, India
In Person
 Finance & Banking (1) |
|---|
- 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.
- Assist Head Relationship Manager 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.
- 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. Assets Under Management.
- 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.
- 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.
Deutsche Bank provides global financial services including investment banking, asset management, and retail banking for individuals, businesses, and institutions. It earns income through loan interest, fees, and trading and investment revenue, while applying AI and cloud technology to improve efficiency and client offerings. The bank differentiates itself by combining traditional banking with deep technology integration and a strong focus on ESG, sustainable finance, and support for entrepreneurs during economic crises. Its goal is to deliver comprehensive financial solutions across client segments, promote responsible investing, and help clients navigate economic challenges.
Company Size
10,001+
Company Stage
IPO
Headquarters
Frankfurt, Germany
Founded
1870
Simplify's Take
What believers are saying
- Panda bond issuance diversifies RMB funding and deepens China market access.
- Transaction banking and capital markets can compound across corporate client relationships.
- Digital banking and AI investments can lower operating costs and improve service.
What critics are saying
- China funding relies on policy-sensitive RMB markets and capital controls.
- Capital markets fees fall quickly when deal activity and trading volumes weaken.
- Compliance or trading-control failures can trigger fines and client attrition.
What makes Deutsche Bank unique
- Global Hausbank spans corporate, retail, and asset management businesses.
- CIB combines M&A, trading, financing, and transaction banking capabilities.
- DWS stake gives exposure to asset-management fees and investment performance.
Help us improve and share your feedback! Did you find this helpful?
Your Connections
People at Deutsche Bank who can refer or advise you
Benefits
Health Insurance
Paid Vacation
Parental Leave
Family Planning Benefits
Professional Development Budget
Mental Health Support
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↑ 4%1 year growth
↑ 4%2 year growth
↑ 4%Mundys has signed an amendment and restatement of its revolving credit facility, securing a €2 billion sustainability-linked financing with extension until July 2030. The transaction aims to strengthen the company's financial structure in line with sustainable growth objectives. The facility was subscribed by a broad pool of Italian and international banks, including Banco Bilbao Vizcaya Argentaria, Banco BPM, Banco Santander, Bank of America, Barclays, BNP Paribas, BPER Banca, Crédit Agricole CIB, Deutsche Bank, ING, Intesa Sanpaolo, J.P. Morgan, Mediobanca, Natixis CIB, Royal Bank of Canada, SMBC Bank EU AG Milan Branch, Société Générale and UniCredit. Legance advised the lending pool with a team led by partner Giovanni Scirocco, supported by counsel Giuseppe D'Amore and associate Clementina Colombo.
Elliptic raises $120M Series D led by One Peak with Nasdaq Ventures, Deutsche Bank and British Business Bank to extend its lead in AI-native crypto compliance.
North Mill Equipment Finance closed OAKEF 2026-1, a $355.8 million asset-backed securitisation sponsored by funds managed by Oaktree Capital Management. The transaction was met with strong investor demand, achieving peak subscription levels of approximately 6.3 times. The equipment finance assets collateralising the securitisation were acquired from Midland Equipment Finance in November 2025. The AAA through single A rated offering achieved a weighted average spread of 99 basis points and a weighted average yield of 4.7%. Truist Securities served as lead structuring agent, with Deutsche Bank acting as co-manager. North Mill Equipment Finance will continue as primary servicer for the assets, providing ongoing portfolio management and operational support.
Shapoorji Pallonji Group has secured relief on its $3.4 billion private credit debt through a refinancing plan that includes a $1 billion bond offering. The Indian real estate and construction conglomerate is refinancing maturing rupee-denominated debt at its Goswami Infratech unit, due 30 April, with a three-year offshore bond and local debt. Deutsche Bank is serving as sole arranger. The refinancing follows the group's May 2025 $3.4 billion private credit deal, backed by a 9.185% stake in Tata Sons. This marks the group's third major private credit financing in under three years. Investors remain cautious about collateral enforceability, particularly regarding the group's 18.37% stake in Tata Sons, valued at approximately $37 billion. Goswami Infratech previously defaulted on asset monetisation deadlines, leading to covenant breaches.
Grifols, a global healthcare company and plasma-derived medicines producer, has successfully refinanced all 2027 maturities with a significantly upsized €3 billion Term Loan B. The seven-year facility attracted strong institutional demand, allowing the euro-denominated tranche to be increased to €1.25 billion from an initial €500 million target, whilst the USD tranche reached $2 billion. The USD tranche was priced at SOFR + 250 with an original issue discount of 99.25, whilst the euro tranche was set at Euribor + 300 basis points with an OID of 99.75. Proceeds will refinance existing TLB maturities and repay €740 million of senior secured notes due in 2027. Upon completion, a €1.75 billion revolving credit facility will become effective, supported by major international banks including BofA, JPMorgan and Goldman Sachs.