Job Description

Roles and Responsibilities

Responsibilities

  • Create and execute the plan for

    • acquiring new-to-bank high value customer relationships.

  • Leverage networks, partnership

    • and sources of leads and referrals to access prospective clients.

  • Interact with internal referral

    • sources to identify prospects and referral opportunities

  • Explore, review and fulfil the

    • banking, financial and wealth management needs of the mapped customers

  • Provide inputs to the product

    • and research team for any new products that the customer requires

  • Recommend products and services

    • as per client financial needs and risk profile

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