Job Description
Job Description:
Job Title- Sales Manager – Liability Business
Location- Mumbai (Nirlon Knowledge Park)
Role 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 personal banking team and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.
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 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.
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
About us and our teams
Please visit our company website for further information:
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click to find out more about our diversity and inclusion policy and initiatives
Job Title- Sales Manager – Liability Business
Location- Mumbai (Nirlon Knowledge Park)
Role 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 personal banking team and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements.
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 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.
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
About us and our teams
Please visit our company website for further information:
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click to find out more about our diversity and inclusion policy and initiatives
💡 Quick Summary
Seeking a career-building opportunity? The PCC Only position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
