3. Defining the Client Service Team (CST)
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Aligning the core CST with the role of the firm and the wallet opportunities |
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Defining other sales teams – composition, roles, responsibilities, integration and co-ordination with the client service team
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sector coverage team |
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product coverage teams |
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regional coverage teams |
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business division (e..g. core bank, securities firms, insurance company, asset management and private banks) | |
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Aligning the coverage profile and sales activity of products sales teams and regional sales teams with the overall client relationship | | |