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Deputy Manager at Skillventory
Views:196 Applications:51 Rec. Actions:Recruiter Actions:17
Relationship Manager - Private Banking/Wealth (9-20 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
- Create and execute the plan for acquiring new-to-bank high value customer relationships
- Individual PBG Targets across TPP-Ensure targets given at absolute level are met
- Measured by achievement over target
- Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM
- Strong level of knowledge in equity and related areas
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