Private Bank - Prospect Client Business Manager - EM, AVP

Position Overview

Job Title: Private Bank - Prospect Client Business Manager - EM, AVP

Location: Mumbai, India

Role Description

• We are seeking a Prospect Client Business Manager to execute and support overall prospect management activities for our PB division in Emerging Markets ensuring systematic identification, screening, qualification, tracking, and conversion of high-quality prospects.

• The role will support in establishing and subsequently executing prospect management activities. The role will closely work with and support Regions, Markets, Relationship Managers (RMs) to operate a clear, structured process for managing the prospect pipeline.

• The role will report into the Head of PB EM Strategy and Central Business Management and will work closely with the wider PB EM Strategy and Central Business Management team.

Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS.

We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intense and stable business model for the bank.

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 childcare assistance benefit (gender neutral)

• 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

• Support execution of prospect management processes across Emerging Markets, ensuring consistent approach, definitions, and governance standards.

• Perform activities like data mining across internal databases, external intelligence sources, referrals, events, and market signals to identify highpotential prospects.

• Perform systematic market intelligence to capture trends, liquidity events, ecosystem opportunities, and emerging wealth indicators

• Perform preliminary screening and qualification of prospects based on criteria and scoring models to qualify prospects based on financial capacity, strategic fit, jurisdiction, risk, and product needs.

• Perform gap analyses to uncover untapped markets, segments, and niche client pools.

• Help establish a structured, transparent, and governancealigned prospect lifecycle, from screening to RM handover.

• Work closely with Regions, Markets, Market Heads, Business Managers, and RMs to ensure consistent engagement and followthrough.

• Work closely with coverage teams to prioritize highpotential growth segments and develop targeted prospecting and segmentation strategies.

• Maintain highquality data integrity in prospect systems. Identify data issues, gaps, and bottlenecks and propose solutions.

• Consolidate and map out key clients and potential whitespace opportunities by region, segment, or product interest areas.

• Update and maintain accurate and timely prospect pipeline data, ensuring data integrity and quality.

• Produce regular pipeline and engagement reports covering volumes, conversion, aging, and outcomes for management review.

• Handle all client and prospect information with strict confidentiality, consistent with internal crossborder and data governance expectations

Your skills and experience

• 6+ years of overall experience with 3+ years of experience in relevant Business Development, or prospect/lead management within Wealth Management, Private Banking or Financial Services.

• Prior experience in prospect lifecycle and management.

• Understanding of wealth management, products, business models, and regulatory requirements.

• Experience in business or operations management within financial institutions.

• Ability to coordinate across multiple stakeholders and deliver against timelines.

• Strong presentation and communication combined with a structured, analytical, and processoriented approach.

• Advanced proficiency in MS Office (Excel, PowerPoint) comfort working with CRM or pipeline tools.

• Bachelor's degree in accounting, finance, business administration, or related field.

How we'll support you

• Training and development to help you excel in your career

• 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:

We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.