Sr Investment Counsellor SOUTH MUMBAI AVP
5 days ago
Investment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details: Grade: [SM/AVP/DVP]Maximum CTC: [11L - 30L]Location: [Lower Parel]Position: [2] The purpose of this role is to guide and motivate the team of Investment Counsellor for delivering target revenue and balance sheet growth from portfolio under management of “banking & Insurance Primarily in Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Job Description: ▪ Manage the investment portfolios of Top UHNI/HNI Clients ▪ Increase the branch AUM by third party Investment Products. ▪ Support and Hand hold the RM’s for investment meetings and closures. ▪ Maintain the investment MIS and reporting. ▪ Help the Head of Wealth and Investments for Business MIS and Local Contests Designing & Promoting. ▪ Coordinate with third Party AMCs team. B. Qualifications and Experience Requirement Qualifications Essential Graduate or Post Graduate/ MBA AMFI / NISM , IRDA certified Experience Essential 10 years+ Wealth Management (HNI/Wealth Management), Financial Planning Portfolio Management / Life Insurance/PMS/AIF Structured Products and banking services C. Competency Requirements a. Functional Skills
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Sr Investment Counsellor SOUTH MUMBAI AVP
3 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading
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Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading
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Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: Grade: (SM/AVP/DVP) Maximum CTC: (11L - 30L) Location: (Lower Parel) Position: (2) The purpose of this role is to guide and motivate the team of Investment Counsellor for...
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Sr Investment Counsellor SOUTH MUMBAI AVP
3 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848 Role Details: - Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2] The purpose of this role is to guide and...
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Sr Investment Counsellor SOUTH MUMBAI AVP
5 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: Grade: (SM/AVP/DVP) Maximum CTC: (11L - 30L) Location: (Lower Parel) Position: (2) The purpose of this role is to guide and motivate the team of Investment Counsellor for...
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Sr Investment Counsellor SOUTH MUMBAI AVP
5 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: - Grade: SM/AVP/DVP - Maximum CTC: 11L - 30L - Location: Lower Parel - Position: 2 The purpose of this role is to guide and motivate the team of Investment Counsellor for...
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Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya Wassup - Role Details:- Grade: (SM/AVP/DVP)- Maximum CTC: (11L - 30L)- Location: (Lower Parel)- Position: (2)The purpose of this role is to guide and motivate the team of Investment Counsellorfor...
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Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848 Role Details: - Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2] The purpose of this role is to guide and...
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Investment Counsellor
2 days ago
Mumbai, India Skillventory Full time**Investment counsellor**: - From 7 to 12 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Navi Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Investment counselors - **provide advice and guidance related to financial investments**. They educate clients about a range of investment products and services, and recommend options...
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AVP, Investment Operations
2 weeks ago
Mumbai, Maharashtra, India Ares Operations Full time ₹ 5,00,000 - ₹ 15,00,000 per yearAres is looking for an AVP to join the Mumbai Investment Operations team. The ideal candidate would have experience working in loan servicing. Serve as primary escalation contact and day to day manager for the loan operations team in Mumbai.
