Anilkumar Dhola
Customer Success Manager | Banking & Finance Professional | Leadership & Risk Management | Driving Business Growth Through AI Tools & Digital Innovation|
- Role
- Branch Relationship Manager Premium Banking Nct Sales at Deutsche Bank
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Anilkumar Dhola
An accomplished Private Banking and Wealth Management professional with seven years of…
Experience
Branch Relationship Manager Premium Banking Nct Sales
Jul 2025 — Present · Surat, IN
Company Description: Deutsche Bank is a leading German bank with strong European roots and a global network. The bank focuses on its strengths in the Corporate Bank, a leading Private Bank, a focused investment bank, and asset management. We provide financial services to companies, governments, institutional investors, small and medium-sized businesses, and private individuals. Founded in 1870, Deutsche Bank has worked across borders to accompany businesses into Sydney Singapore Mumbai Frankfurt London New York US the global market.Key Responsibilities:•Client AcquisitionGenerate leads via open market, referrals from existing clients, and group/company relationshipsFacilitate account opening and smooth onboarding to branch or Relationship Manager (RM) teams Support local micro-events or sales drives tailored to premium segment clients. •Relationship Building & Cross‑SellingCollaborate with Advantage Banking and RM teams to deepen client engagementDrive sales of third‑party products: insurance, mortgages, auto loans, investments, etc.Strategically increase clients’ “share of wallet” via contact programs and proactive offers. •Customer Retention & ServiceDeliver high‑quality client experience for high-net-worth individuals (HNWIs)Monitor inactive or dormant accounts and reactivate themResolve service or operational concerns to ensure client satisfaction. •Risk Management & ComplianceAdhere to KYC, AML, mis‑selling, information protection, operational risk, and code of conduct normsProvide regular feedback on customer needs and compliance issues.Key Skill:Client Acquisition & Lead GenerationAccount Onboarding & Sales SupportCross-Selling (Insurance, Mortgages, Auto Loans, Investments)High-Net-Worth Client Relationship ManagementCustomer Retention & Service ExcellenceKYC & AML ComplianceRisk & Operational ManagementSales Event CoordinationCollaboration & TeamworkStrategic Communication & Negotiation
Education
Maharaja Krishnakumarsinhji Bhavnagar University (MKBU)
Bachelor's degree, ACCOUNTING AND FINANCE
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