Wealth Counselor
Citigroup Inc
Bangalore, KA
3d ago


  • Functional Title of the Job Suvidha Premium Wealth Counselor
  • Sector : GCG
  • Business Unit / Function Suvidha Premium Banking Branch
  • Location : All Suvidha Markets
  • Eligibility : All other eligibility criteria as per the Jobline Policy will apply
  • Job Status (new / replacement) : New
  • Basic Job Purpose : Driving Fee revenue (Ins / Inv) on the existing Suvidha Customer base
  • Dimensions of the Job / Job Description :

  • Wealth Counselor
  • Delivering on Investments & Insurance business targets for the location
  • Ability to make portfolios for affluent client base
  • 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, understanding of economic environment
  • Strong people orientation and capability to understand requirements and engage with clients
  • 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
  • Execution orientation and ability to show ownership of the Super Affluent segment
  • Additional Information :

  • Location All Suvidha Markets
  • Yes, 50 % of the Time

    Add to favorites
    Remove from favorites
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form