Hiring For Bank : Partner/Sr.Partner : Private Banking

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 Read more