Understand the clients requirements and assesses discusses and agrees on a deals desirability in coordination with products and related partners to ensure business requirements.
Develops account plans in order to swiftly follow-up on identified business opportunities and provides regular updates related to pipeline & accounts development.
Provides inputs to the Unit Head on customer needs and trends in the market which are commercially viable in order to enable product enhancement thus catering to customer needs.
Relationship Management
Builds and maintains effective relationships with customer and manages their accounts under the guidance and support of the Unit Head in order to ensure business continuity and to help customers make the right decisions with their accounts and explain the financial services on offer to them.
Act as main point of contact for all clients in the portfol...