Deputy Manager at Skillventory
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Partner/Senior Partner - Private Banking (5-25 yrs)
- 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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