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