Relationship Managers Branch Service Channel Heads

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Relationship Managers / Branch Service / Channel Heads

Deutsche Bank
Mumbai, Maharashtra
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16 hours agoFull–time
Relationship Manager JD -
• Acquisition
• Assist in 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
• Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue

Relationship Building / Deepening / Cross Sell
• Primarily responsible in building and deepening mapped portfolio
• Ensure consistent growth of the clients portfolio
• Work closely with the Channel Head to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM
• Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets
• Ensure Risk Profiling is done for each customer
• Implement customer contact programs to ensure his share of wallet with the bank increases
• Close monitoring of average revenue per customer
• 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 contactability by capturing email address and mobile number

Branch Service JD -

Job Role:
• Ensuring DB Service Standards w.r.t. 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.
• Error Free Processing of transactions with in specified SLA’s.
• Ensure laid down processes are being followed; DB internal security standards are followed.

Key Responsibilities:
• Ensure strict adherence to all internal and external guidelines (KYC, Anti Money Laundering & Audits).
• Ensure complete resolution to all customer queries and processing of all the customer instructions with 100% accuracy.
• All the transactions are carried out with 100% accuracy without errors.
• Ensure strict adherence on handling deliverables/daily stock/Loose chq leaf issuance/Locker Issuance & operation.
• Ensure accurate checking/processing of account opening documents and