Private Banking Advisor

Position Overview

Job Title: Private Banking Advisor

Corporate Title: AVP

Location: Mumbai, India

Role Description

Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too.
Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors.
Create a sales & service environment across service team
Backup to service head

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

Ensure strict adherence to all internal and external guidelines (KYC & Money Anti Launderings, Audits)
Ensure proper monitoring of expenses and controlling costs, waiver tracking & lead management
Ensure proper display of all Regulatory Circulars in the Area
Proper Accurate processing of all account opening forms MF applications
Voucher Management, Rules of Custodianship,Key Management guidelines, are followed without any deviation
Exception handling / deferral tracking and monitoring
Suspicious transactions, large cash txn's, NR Credits are reviewed and the necessary process is followed as per the guidelines laid
Ensure Area has a clean Mystery Shopping Audit report both by Internal as well as
External auditors
Ensure proper tracking, responses and closures of all Customer Complaints within the committed TAT's.
Leading a team of Customer Service Executives and create a cross sell environment across the Service Team.
Ensuring best in class service standards to all the Area customers by synergizing with all the channels in the Area
Ensuring proper controls and access is maintained to the Cash / Locker Area at all times.
Any suspicious transaction must immediate! be reported to the supervising officer

Your skills and experience

Should have an experience of atleast 10-15 years in the Banking Industry wrt to Customer Service and Banking operations
Should possess the skill sets to handle customer queries and keep upto customer commitments
Should be well versed knowledge on Banking processes pertaining to day to day operations and rules
Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

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:

We strive for a 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.