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Relationship Manager

Deutsche Bank

Deutsche Bank

Customer Service, Sales & Business Development
New Delhi, Delhi, India
Posted on Tuesday, June 11, 2024

Job Description:

Job Title – Relationship Manager

Location: New Delhi, 18 & 20 Kasturba GM

Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements.

We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool.

You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management space.

Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes:

  • Providing financial advice and implementing financial planning recommendations for high net-worth clients
  • Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
  • Buying and selling stock on behalf of the client
  • Managing investments
  • Building client relationships and actively engaging in client acquisition
  • Addressing client needs through effective application of bank products
  • Referring clients to other areas of the bank to expand their banking relationship
  • Assuring service quality and client satisfaction
  • Complying with all bank policies and procedures
  • Maintaining current knowledge of all banking products

Business Plan

CBV: Y1, Y2, Y3 : INR 2500 Mio , INR 5000 Mio, INR 7500 Mio (EUR 28 Mio, EUR 55 Mio, EUR 83 Mio)

Revenue: Y1, Y2, Y3 : INR 30 Mio, INR 50 Mio, INR 75 Mio (EUR 0.30 Mio , EUR 0.50 Mio, EUR 0.80 Mio)

No. of Direct Reports - 0

Cost - Annual Comp. - New Hire: 132281

Cost - Annual Comp. - Leaver: EUR 132281

Cost - Sign On: NA

Cost - Recruitment Costs: NA

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

  • Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects.
  • Prospecting to and On boarding your key client relationships to the DB WM platform
  • Imbibe the DB values and culture and demonstrate these both in spirit and letter.
  • Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely
  • Share best practices from competition firms and help in strengthening DB product and services platform

Your skills and experience

  • You should ideally have work experience of 15-20 years in the Wealth Management space.
  • We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas.
  • You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR 800-1500 crores yielding revenues of 8-15 crores.
  • We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue.

How we’ll support you

  • Training and development to help you excel in your career
  • Flexible working to assist you balance your personal priorities
  • 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.htm

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, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.