Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration
Responsibilities
Client Account Management
Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration
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