Private Bank - Prospect Client Business Manager - Em, Avp

Deutsche Bank UK

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, Relationship Managers (RMs) to operate a clear, structured process for managing the prospect pipeline

Job Summary

  • The role will support in establishing and subsequently executing prospect management activities, closely working with and supporting Regions, Markets, Relationship Managers (RMs) to operate a clear, structured process for managing the prospect pipeline.
  • Key responsibilities include supporting the execution of prospect management processes, performing data mining and market intelligence, and preliminary screening and qualification 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, Relationship Managers (RMs) to operate a clear, structured process for managing the prospect pipeline.

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 analytical approach
  • Continuous learning culture
  • Collaborative team environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter