, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the... to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution...
all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, and preparation of prospect... and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing...
, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the... to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution...
all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, and preparation of prospect... and post-call information packages by accessing internal systems and bank personnel to validate client holdings, pricing...