Company name: Deutsche Bank
Title of the report: Private Banking and Wealth Management
Area of Research: Marketing
Internship start and finish dates: 5th March 2012 – 30th April 2012
NAME Akarshak Tanwar
Batch IIPM PGP-B : SS (11-13)
SECTION SA-2
ID No. D1113SSIIPMPGPB10024 (JAI-8-CT-1187)
ACKNOWLEDGEMENTS
I, Akarshak Tanwar, would like to express my thanks and gratitude to the organization Deutsche Bank for giving me this opportunity for working as a summer management trainee and all those, with whose guidance, cooperation and sincere advice, I have been able to draw and complete my report entitled “Private Banking and Wealth Management” with reference to Deutsche Bank.
I express my deep sense of gratitude and sincere thanks to my guide and mentor Mr. Arpan Mathur, Head-Private Banking, Gurgaon for his valuable guidance, interest and constant encouragement for the completion of the project. I take this opportunity to express my deep gratitude to all the employees of Deutsche Bank.
I am also very grateful to the Private Banking team for their constant support, without whom the completion of the project would not have been possible.
Lastly, I also thank all those people whom I met in the industry during my internship and who helped me to accomplish my assignments in the most efficient and effective manner.
TABLE OF CONTENTS
Topic Page numbers COMPLETION CERTIFICATE | 2 | ACKNOWLEDGEMENTS | 3 | EXECUTIVE SUMMARY | 5 | INTRODUCTION TO REPORT | 6 | RESEARCH OBJECTIVES AND METHODOLOGIES | 7 | RECENT TRENDS IN BANKING | 8 | BANKING SECTOR OVERVIEW | 9-10 | DEUTSCHE BANK OVERVIEW | 11-12 | MANAGEMENT STRUCTURE | 13-15 | CIB AND SHORT INSIGHT INTO PRIVATE BANKING | 16-17 | PRIVATE BANKING ETHOS | 18-22 | WEALTH MANAGEMENT | 23-26 | SALES LIFE-CYCLE | 27-31 | TERRITORY MANAGEMENT AND ITS BENEFITS | 32-34 | ASSESSMENT OF INTERNSHIP | 35-37 | CONCLUSIONS | 38 |
Bibliography: * Internal documents of Deutsche Bank * Interaction with employees, clients and surveys * www.db.com * Deutsche Bank annual reports * Deutsche bank letter to shareholders * www.deutschebank.co.in * http://en.wikipedia.org * economictimes.indiatimes.com * bimabazaar.com * Various Economic Times articles.