Wealth Counselor - Bank

Looking for a Wealth Counsellor for Citibank, Suvidha Accounts.

The candidate must be a Post Graduate of 2005-07 or a graduate of 2004-06 and not more than 32 years of age.

The person will be responsible for Driving Fee revenue (Ins/Inv) on the existing Suvidha Customer base.

This involves the following:

- Delivering on Investments & Insurance business targets for the location

- Ability to make portfolios for the existing client base.

The candidate must possess the following:

1. Sound knowledge of Insurance & Investments product.

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 alongwith the Banker to deepen and widen client relationships

Interested candidates must send in their CVs to harinder@fintellect.in