Private Bank - Prospect Client Business Manager - Em, Avp

Deutsche Bank

Mumbai, India
Prospect management activities
Data mining and market intelligence
Prospect screening and qualification
The role will support in establishing and subsequently executing prospect management activities, closely working with and supporting Regions, Markets, and Relationship Managers (RMs)

Job Summary

  • The role will support in establishing and subsequently executing prospect management activities, closely working with and supporting Regions, Markets, and Relationship Managers (RMs).
  • Key responsibilities include supporting the execution of prospect management processes, performing data mining, market intelligence, and preliminary screening of prospects.
  • Deutsche Bank offers a comprehensive benefits package including best-in-class leave policy, gender-neutral parental leaves, and sponsorship for industry-relevant certifications.

Matching Summary

The role will support in establishing and subsequently executing prospect management activities, closely working with and supporting Regions, Markets, and Relationship Managers (RMs).

Skills & Requirements

Must-have

  • Prospect management activities
  • Data mining and market intelligence
  • Prospect screening and qualification
  • Pipeline data integrity
  • Client and prospect confidentiality

Nice-to-have

  • Structured and analytical approach
  • Continuous learning culture
  • Collaborative work environment

Key Requirements

  • 6+ years overall experience
  • 3+ years in Wealth Management/Private Banking
  • Prior prospect lifecycle management experience
  • Understanding of wealth management products
  • Bachelor's degree in finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter