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Private Wealth Manager
4 weeks ago
* Generate Revenue by getting business from leads generated through
assigned 4-5 Bank.
* Cascade the incentive programs to Banks Staff
* Responsible for sales completion by facilitating completion of medical
reports & ensuring prompt issue of policy document
* Develop new markets/ segments in line with company sales strategy from
time to time.
* Build a good customer base in order to cross-sell & up-sell.
* Build long term relationship with the bank staff