Wealth Counselor/Manager - Bank (1-8 yrs)
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.
- 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
Position Job reports to: Suvidha Wealth Head for the Location
Direct Reports to the Position: Nil
Total reports to each position: Nil
- 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:
Date of Birth:
Total work Exp.:
Exp in Selling investments / mutual funds:
Exp. in Selling Insurance products:
Current CTC: (break up of fixed & variable)
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.