America's Job Portal
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