D

Deutsche Bank

Finances businesses and manages personal wealth

Private Banking Manager - AVP

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timePune, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

  • At least 15 years of experience in acquiring investments and wealth management products.
  • Good experience with wealth management products.
  • Good knowledge of investments.
  • Ability to use artificial intelligence tools to enhance productivity, optimize workflows, and solve business problems while applying critical judgment to ensure responsible and ethical use of data and artificial intelligence outputs.

Responsibilities

  • Acquire business-to-consumer clients and build a client portfolio.
  • Execute micro-events to acquire new clients.
  • Acquire new accounts from group companies, families of existing customers, and referrals from existing customers.
  • Ensure consistent growth of investment assets under management and current and savings account portfolio.
  • Work closely with the Head Relationship Manager to establish synergies with different channels and maximize wallet share.
  • Ensure all business is conducted strictly within the bank's compliance guidelines and framework.
  • Deliver high-quality service to clients.
  • Monitor high-net-worth accounts to encourage continued account use and balance growth.
  • Reactivate accounts with discontinued transactions or depleted balances.
  • Help resolve service obstacles for customers.

About the Company

Deutsche Bank

Finances businesses and manages personal wealth

Deutsche Bank finances companies, governments and individuals through a global banking network rooted in Germany and spanning major financial markets. Its investment bank focuses on bonds and currencies, alongside advice on mergers and raising capital, while its private bank handles household banking and wealth management. Businesses use its cash management, trade finance and lending services to move money and fund operations, and the group manages investment funds through DWS. It earns money from loan interest, transaction and investment fees, and trading activity. Deutsche Bank traces its founding to 1870 and is headquartered in Frankfurt am Main, Germany.

Company size
10,001+
Company stage
IPO
Headquarters
Frankfurt, Germany
Founded
1870

Recently Posted Jobs

Explore more opportunities at Deutsche Bank

See more jobs