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  • services via our Citibank branch-based advisors and centralized service centers.PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions.The goal for CPWM is to lead the industry in client-centric investments ...

  • functional Area Accounts, Finance, Tax, Company Secretary, Audit Job Role Finance Executive Keyword Sales Operations Financial Planning Finance Hni Client Handling Wealth Product account management Client Management Business Development Product knowledge lead generation Sales & Marketing financial product

  • Primary Location: United States,New York Education: High School Diploma/GED Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16049492 Description BUSINESS DESCRIPTION Citi Personal Wealth Management (CPWM) provides clients

  • Primary Location: United States,Maryland Education: High School Diploma/GED Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16050253 Description BUSINESS DESCRIPTION Citi Personal Wealth Management (CPWM) provides clients

  • Primary Location: United States,New York Education: High School Diploma/GED Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16067283 Description BUSINESS DESCRIPTION Citi Personal Wealth Management (CPWM) provides clients

  • Primary Location: United States,New York Education: High School Diploma/GED Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16071242 Description BUSINESS DESCRIPTION Citi Personal Wealth Management (CPWM) provides clients

  • Comprehensive industry and investment knowledge Consultative sales skills Active Series 7, (63 and 65) or 66 license Group 1 Insurance license (preferred) Bachelor's degree strongly preferred 5 or more years of proactive, successful sales and service experience in the financial services industry ...

  • Education: High School Diploma/GED Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16067284 Description BUSINESS DESCRIPTION Citi Personal Wealth Management (CPWM) provides clients with professional advice, customized services and access

  • customer base (e.g. Private Banking, Citigold) Superior sales/relationship building skills Strong investment sales experience with financial planning orientation. Superior interpersonal, presentation and communication skills. In-depth knowledge offshore products and services Comprehensive knowledge

  • systems preferably on the Applications side with a strong exposure to Analytics and BI solutions • Extensive experience in mapping org charts and influence maps. Knowledge of the strategic sales process. • Experience in creating financial and ROI / TCO business cases and ability to guide the solution

  • 1. Acquiring client for financial planning. 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate & cold-calling for lead generation 4. Providing advisory services into various instruments like insurance(life &

  • 1. Acquiring client for financial planning. 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate & cold-calling for lead generation 4. Providing advisory services into various instruments like insurance(life &

  • 1.Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients. 2.Responsible for achieving Sales for wealth products. 3.Acquiring HNI/UHNI (its an individual role). Industry Banking / Financial Services / Broking

  • Sales, Retail, Business Development Job Role Sales / BD Manager Keyword Finance ,Mutual Funds ,sales, relationship manager ,financial advisor, nbfc, wealth management ,wealth products ,HNI, general wealth products, private banking products, gnerael, hni products ,wealth management products Job Type

  • that customer are serviced well. Ensure that customer trades actively after opening of the trading account. Required Skills: Good understanding of stock markets and presentation of those to customers. Excellent customer relationship management ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure

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