Wealth Counselor/Manager - Bank

We have an Excellent opening with Citibank for Wealth Manager:

Job Title: Wealth Counselor

Business Unit: Suvidha Sky Branch, Existing Corporate Salary Account Holder

Basic Job Purpose: Driving Fee revenue (Ins/Inv) on the existing Suvidha (Corporate Salary) Customer base.

Job Description

Wealth Counsellor

- Delivering on Investments & Insurance business targets for the location

- Ability to make portfolios for mass affluent client base i.e above Rs 7 lakh net salary credit/year segment

Structural Information

Position Job reports to: Suvidha Wealth Head for the Location

Direct Reports to the Position: Nil

Total reports to each position: Nil

Candidate Specifications:

- Sound knowledge of Insurance & Investments products

- Communication skills and personality to engage with clients

- Experience in the Indian markets

- Aggressive and business oriented, ability to work with the Banker team as well as Channel partners to deliver on a business plan

- Team orientation, ability to work alongwith the Banker to deepen and widen client relationships.

To apply please send your updated CV in WORD FORMAT along with following information:

Name:
Date of Birth:
Contact No:
Email id:
Qualifications:
Total work Exp.:
Exp in Selling investments / mutual funds:
Exp. in Selling Insurance products:
Current Employer:
Current Designation:
Current CTC: (break up of fixed & variable)
Expected CTC:
Notice period:
Current Location:

Anusha
Paddy Dove