What are the key requirements to close the deal

Reference no: EM133291129

Question 1: Identify and explain the main costs involved in acquiring a new customer for a bank (including the initial costs and the ongoing costs). What are the possible ways to decrease these costs ?

Question 2: You had a couple of meetings with a potential client (a single young man in late 20s, working in IT support in a large local bank, and aiming at short-term and medium term investment planning). Without much details about his financial position, you can only prepare a simple investment proposal. Therefore, you may expect a lot of questions (maybe challenges as well) from this potential client when you present your proposal to him. How can you prepare for this presentation, via a face-to-face meeting ?

Question 3: What are the key requirements to close the deal and secure a new client as a long-term customer for a successful wealth manager ? You may combine this question with question 2 if you prefer.

Reference no: EM133291129

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