Wealth Counselor - Bank

We are urgently looking for "Wealth Counselor" for a leading Privatized Bank.

Grade:-Q

Eligibility:-looking for candidates who have a completed MBA through regular from a good institute (preferably tier two colleges). Excellent communications skills are mandatory and should also have a sound knowledge in mutual funds and insurance.

Basic Job Purpose

- Driving Fee revenue (Insurance/Investment) on the existing Customer base.

Dimensions of the Job / Job Description:-Wealth Counsellor

- Delivering on Investments & Insurance business targets for the location

- Ability to make portfolios for mass affluent client base i.e Rs 50,000 -1.5 lakh net salary credit/month segment

Structural Information

Position Job reports to: Wealth Head for the Location

Direct Reports to the Position - Nil

Total reports to each position - Nil

Candidate Specifications

1. Sound knowledge of Insurance & Investments products

2. Communication skills and personality to engage with clients

3. Experience in the Indian markets

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

5. Team orientation, ability to work along with the Banker to deepen and widen client relationships

Salary May go upto Rs. 7.5 Lakhs/Annum.

Interested candidates need to share their profile on ranjan@livecjobs.com

Ranjan
Ranjan@livecjobs.com