Performance Management
3 days ago
US & EI Performance Management & Analytics, AS
Job Description:Job Title: US & EI Performance Management & Analytics
Corporate Title: Associate
Location: Mumbai, India
Role Description:
This role reports to the US & Europe International Private Bank COO team and supports front office revenue-generating activities through business management, MI analytics, and process optimization. The candidate will deliver enhanced RM-level insights across revenues, flows, client relationships, and product performance. Responsibilities include preparing strategic MI for Relationship and Investment Managers, supporting UK location management, assisting Business Managers, and tracking front office system upgrades to improve operational efficiency.
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
- Compile and analyze RM-level MI, covering financial and non-financial KPIs such as revenue performance, new assets and loans, client onboarding, and engagement metrics.
- Monitor unfunded accounts and support initiatives to improve funding conversion rates.
- Track prospecting efforts, pipeline development, and assess the impact of strategic initiatives and campaigns.
- Support UK location management through operational reporting and coordination with local teams.
- Collaborate with RM teams to ensure data accuracy and timely delivery of insights.
- Synthesize business insights for the Private Bank COO and stakeholders, delivering high-quality analytics on performance.
- Identify and prioritize process improvement opportunities, including system upgrades, control/reporting enhancements, and AI utilization.
- Assist with performance forecasting, prospect conversion tracking, and Sales team KPI reporting.
Your skills and experience
- Post Graduate in Finance with 3+ years of experience
- Strong understanding of sales funnels, forecasting and performance metrics.
- Data analysis and interpretation to drive business decision making
- Experience of developing & enhancing processes using AI
- Strong analytical and reporting skills with proficiency in Excel and MI tools.
- Understanding of financial KPIs and client lifecycle metrics.
- Excellent communication and stakeholder management abilities.
- Prior experience in banking or financial services preferred.
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 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.
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