Dynamics of Bank Sales

Whether or not you are a PFC, RM, Private Banker etc, as long as you are in bank sales, you will need to have contacts to be able to be successful.
You will need to know who to contact, how to get the contacts, and who or what can help you to get those contacts that will lead to more sales for you.
You cannot rely on the normal channels (eg walk-ins, call-ins, in-house database etc) to achieve your sales targets, you will have to be more pro-active and search for these contacts, and/or you could also rely a bit on referrals too.