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- ...discovery meetings, uncover client pain points, and tailor bespoke solutions for each business. Prepare and deliver compelling presentations and proposals to diverse stakeholders at multiple levels. Manage the complete end-to-end sales process: from lead generation...
- ...referrals and local events. - Conduct KYC and basic financial assessment (income cashflow guarantors collateral where applicable). - Present products explain pricing/fees/repayment schedules collect documentation and submit complete files. - Build accurate files (...