Reach out to our active client base under the management of Virtuzone, non VZ clients, and the clients of our business partners outsourcing the banking service to VZ to assist with corporate and personal bank account opening.
Connect with clients and present at least 2 banking solutions (one digital and one physical).
Collect necessary documentation.
Profiling and initial screening and due diligence prior to submission to banks.
Connect clients to bank RMs and arranging meetings to discuss possible solutions.
Monitor the bank account opening transaction End to End.
Market Research and liaise with a set of banks to establish a strong relationships and increase account opening chances.
Understand market behaviors and onboard clients with the best possible banking service.
Run client insight feedback.
Bayt
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