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21/12 HR
Head Hunter at Paddy Dove

Views:22742 Applications:240 Rec. Actions:Recruiter Actions:63

Wealth Counselor/Manager - Bank (1-8 yrs)

Bangalore/Chennai Job Code: 405721

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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