Product Sales Lead Officer

Citibank - More jobs by this advertiser
Product Sales Lead Officer-19002388

Product Sales Lead Officer


Job Description : Portfolio Counselor is a ‘sales independent’ function, who jointly, along with CPC Bankers, engage with the CPC clients (5cr plus portfolio) and offer them a neutral advise. The objective is to be ‘right by the client’ and not be product/ revenue centric. The advice should be in line with clients’ risk appetite and objectives. Key deliverables : 
  • Target 20-25 client meetings in a month & Provide coverage to 100% CPC client base mapped in the Region (meeting clients at least once in 6 months)
  • Portfolio review done with a view to independently assess client's portfolio while keeping client objectives and risk appetite in mind. Suggest portfolio rebalancing through asset allocation/ product selection, if necessary
  • Communicate Citi House-views and approach portfolio discussions in line with Citi strategy/ views only
  • Drive superior client experience, resulting in AUM growth & better NPS scores from existing clients
  • As an active member of Investment product committee (IPC), provide views and inputs on asset classes, products and help devise overall strategy as a team
  • Conduct regular trainings/ huddles for CPC Bankers to keep them abreast on Markets, Products etc. Education frontline on portfolio construction and rebalancing concepts 
Education & Experience  
  • MBA from a reputed college with at least 8-10 years of experience in Wealth Management Distribution/ Advisory/ Products
  • Exposure to incorporating & managing large family offices, family trusts etc will be an added advantage
  • CFP/ CFA will be plus 
Knowledge : 
  • Comprehensive knowledge of personal portfolio management. Understanding of asset allocation is very important
  • Good understanding of all asset classes and ability to grasp & analyze new product ideas
  • Well abreast with current market and economic trends 
Skills : 
  • Strong analytical and quantitative abilities
  • Excellent communication , since the role involves effectively communicating with marquee clientele & senior bankers
  • Strong relationship skills (external as well as internal customers)
  • Ability to work in teams



  • Masters degree



16 March 2019
Location: India Marche Mumbai
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

Bookmark and Share
  • Previous Next

This website uses cookies

This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our Cookie Policy.
I agree
Read more