Tele- Relationship Manager

• 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 cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions.

• 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

• 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 and 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.

• 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.

• 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.

• Candidate should be able to conduct Video KYC sessions as per the process laid down for new account opening and KYC renewal.

• Incumbent will be part of various projects for new acquisitions, cross-sell and any ad-hoc calling activity to support branch banking.

• 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;

• Qualification required is Post Graduation / Graduate.

• 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.

Deutsche Bank