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5 I nternship Program Presentation Winning Achievers Consultancy 1 st Choice for your Retail Financial Needs!

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Presentation on theme: "5 I nternship Program Presentation Winning Achievers Consultancy 1 st Choice for your Retail Financial Needs!"— Presentation transcript:

1 5 I nternship Program Presentation Winning Achievers Consultancy 1 st Choice for your Retail Financial Needs!

2 Winning Achievers Consultancy is a dynamic organization which has more than a decade of experience in the field of Private Wealth Consultation. Winning Achievers Consultancy is not only a very well established team but one of the leading innovative teams in today’s consultation field in the areas of Financial Planning, Insurance and Investment. Charged with youthful members and lead by experienced and reliable leaders, we pride ourselves on our customer relations, providing ever more service far beyond the expectations of our valued clients. Winning Achievers Consultancy core expertise lies in its specialty in providing consultations specifically in the areas of Financial Advisory Services, which covers the diverse range of options that covers General Insurance, Life Insurance, Investment Planning, Will & Trust planning and Personal Financial Planning. The service we extend to clients is designed and structured to aid our clients manage and secure their financial goals, and in addition provide consultation with any concerns a client might have with uncertain financial circumstances.

3 Provide comprehensive range of products and financial solution to all level of people Offer a proven learning program and assist aspiring entrepreneurs to establish a successful and profitable business

4 Wealth Protection Life Insurance Asset Protection General Insurance Wealth Distribution Will/Trust Writing Wealth Creation Unit Trust / Investment Professional Financial Planning Advisory Private Wealth Management

5 Wealth Protection Life Insurance Asset Protection General Insurance Wealth Distribution Will/Trust Writing Wealth Creation Unit Trust / Investment Professional Financial Planning Advisory Food & Beverage Charities NGO & NPO Stock & Property Investment Motors Fashions & Clothing Investment Holdings Inner Connected Biz Outer Connected Biz

6 Sales & Marketing Jobs Specification: * Market & Provide consultation to customers in area of Financial Planning Administration Jobs Specification: * Administration work related * Client Relationship Management * Providing Backend Support to our Sales & Marketing team Operation Jobs Specification: * Customers Service support * Client Relationship Management * Providing after Sales Service Support

7 Skills Communication & Presentation Skills Knowledg e Leadership Skills Identify Personal Abilities & Method of Cultivate Excellent Habits Opportuni ty Identify Strengths & Weaknesses Career Opportunity Expanding Networks

8 We Provides: Training & Education in Insurance (RFP, PCE, CEILI & More) Education in Financial (CFP, FMR & Investment related programs) Education in Management (MBA) Leadership & Communication Skills Expand networking Business Development & Strategic Thinking

9 Some of our Team Photos & Places Visited visit us at

10 Contact Person In Charge for Interview Manpower Dept: Alex Song Business Manager Winning Achievers Consultancy 1 st Choice for your Retail Financial Needs!


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