Level

Deutsche Bank

Private Banking Manager, AVP

Deutsche Bank is hiring a Private Banking Manager, AVP in Pune, India. Level rates it ; you can apply on Deutsche Bank.

Level's read on this job

  • On Level's scale, this role is Uses AI ●●○○: an ordinary role that requires AI tools.
  • Tools and skills the posting cites include wealth management, portfolio management and AI assisted productivity.
  • Level classifies it as a senior role.
  • Level lists 1,100+ other open roles at Deutsche Bank.

AI in this role

Private Banking Manager acquiring HNI clients and leveraging AI tools to enhance productivity and workflows.

wealth-managementportfolio-managementai-assisted-productivityclient-acquisition

Job Description:

In Scope of Position based Promotions (INTERNAL only)


Job Title: Private Banking Manager, AVP

Location: Pune, 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 nurture the Private Banking 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 child care assistance benefit (gender neutral)
  • Flexible working arrangements
  • 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

  • This is a team handling role
  • This role is to acquire B2C clientele & build portfolio there on
  • Acquisition - 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 Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share.
  • Ensure all business happens strictly within the compliance guidelines & framework of the bank
  • 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.

Your skills and experience

  • 15+ years of experience into investments & wealth management products acquisition
  • Good Experience in Wealth Management products
  • Candidate should have good knowledge about investments

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:

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.

How we rate this

Private Banking Manager, AVP at Deutsche Bank rates 45 out of 100 for how much of the daily work is AI. That makes it Uses AI (AI Level 2 of 4). The level is about AI in the job, not seniority.

Classification

Uses AI. An ordinary role that requires AI tools.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Wealth ManagementPortfolio ManagementAI Assisted ProductivityClient Acquisition

Questions you could be asked

  1. Tell me about a project where wealth management was part of your work. What did you do?
  2. Tell me about a project where portfolio management was part of your work. What did you do?
  3. Tell me about a project where ai assisted productivity was part of your work. What did you do?
  4. Tell me about a project where client acquisition was part of your work. What did you do?
  5. This role expects you to use AI tools as part of the job. Which ones have you used, and for what?

Adapt your resume

  • List these exact terms on your resume: Wealth Management, Portfolio Management, AI Assisted Productivity, and Client Acquisition. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
  • Put the AI tool in a bullet point about what you did, not just in a skills list. This role treats it as a required part of the job.

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