Job Details
Wealth Counselor
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Company : Avance Consulting Services
Location : India-Chennai, India-Hyderabad / Secunderabad
Posted on : 3/12/2010
Referral Reward: Win Referral Reward of Rs. 5,000
No. of Positions: 2
Background
Our client is one of the Leading MNC's Banks across the Globe
Responsibilities
Wealth Counsellor

Job Purpose
Driving Fee revenue (Ins/Inv) on the existing Suvidha Customer base.

Grade:Q

* 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

Reports to: Wealth Head

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
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