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 high‑potential 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 governance‑aligned prospect lifecycle, from screening to RM handover.
Work closely with Regions, Markets, Market Heads, Business Managers, and RMs to ensure consistent engagement and follow‑through.
Work closely with coverage teams to prioritize high‑potential growth segments and develop targeted prospecting and segmentation strategies.
Maintain high‑quality data integrity in prospect systems. Identify data issues, gaps, and bottlenecks and propose solutions.
Consolidate and map out key clients and potential white‑space 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 cross‑border 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 process‑oriented 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:
https://www.db.com/company/company.html
We strive for a culture 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.