Investment Counsellor

Company OverviewKotak Securities is a leading financial services company that offers a range of products and services to individuals, corporates, and institutional clients. Our mission is to deliver exceptional value to our clients through our expertise, innovation, and customer focus.Job Description:We are seeking a highly motivated Investment Counsellor to...

Job DescriptionJob Responsibilities:1. Experience of working as IC with wealth management teams2. Knowledge of MF/PMS/AIF products3. Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals4. Individual Client management experience.5. Provide regular updates to the immediate superior as and when...

Assistant Vice President, Investment Counsellor Treasures Private Client, Consumer Banking Group-(WD72118) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

About the RoleWe are looking for an experienced Investment Counsellor to join our team at Kotak Securities. In this role, you will be responsible for managing client relationships, analyzing investment opportunities, and developing strategies to achieve client goals.Key Accountabilities:Client Relationship Management: Build and maintain strong relationships...

Vice President, Investment Product Manager, Consumer Banking Group-(WD72813) Business Function As the leading bank in Asia , DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the Consumer Banking business.DBS has a full spectrum of products and services, including deposits,...

Assistant Vice President, Investment Product Manager, Consumer Banking Group-(WD72814) Business Function As the leading bank in Asia , DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the Consumer Banking business.DBS has a full spectrum of products and services, including...

Job SummaryWe are seeking an experienced Education Counsellor to join our team at Kalrashukla Classes. As an Education Counsellor, you will be responsible for leading our student support team, managing the daily operations of our branch, and working closely with parents and teachers to ensure the best possible outcomes for our students.About the Role* Lead...

About UsKalrashukla Classes has been a trusted name in education for years, with a strong presence in Mumbai. We are dedicated to providing excellent educational services to our students, and we are looking for a skilled Education Counsellor to join our team.Your RoleAs an Education Counsellor, you will be responsible for leading our counselling and support...

About Us:We are a well-established financial services firm with over fifty years of experience serving clients.Our objective is to be known for our differentiated offerings and strategies that sets us apart from run-of-the-mill Private Wealth firms. An intelligent, ethical, hardworking & experienced Product Head will find it both enjoyable & an interesting...

Title- Country Manager supporting Lancaster UniversityExperience- 8+ yearsEducation- Educated to degree level or equivalent, preferably in the UK or IrelandLocation- Delhi/ MumbaiAbout UniversityLancaster University is a leading higher education and research institution in north-west England and one of the largest employers in the area. The University...

Job DescriptionTitle: Student Recruitment Advisor supporting 3dSense Media SchoolExperience 3-5 yearsEducation Educated to degree level or equivalent, preferably in the UK /Ireland or SingaporeLocation MumbaiAbout 3dSense Media School:3dsense Media School, based in Singapore, is a leading digital arts institution offering industry-driven diplomas in Visual...

**Job Title: Investment Counsellor / Private Wealth Manager** **Position Overview**: We are seeking a dynamic and experienced Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing sophisticated investment advice and curated solutions to HNI/UHNI clients. - Develop and maintain strong, trusted...

**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...

**Hiring For investment counsellor In a leading Bank**: - From 2 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** The YES First program is YBLs differentiated/ segmented proposition for high net worth relationships in the Branch banking domain. Being HNI customers, they require...

Create customized investment proposals for private banking clients based on a combination of in-house asset allocation framework, model portfolios and investor biases. - Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities. - Automating proposal formats for standardized...

We are hiring Investment Counselor /Relationship Manager in Mumabi. - Participate in Customer meetings taking Minutes of meetings and engaging clients. - Align Meetings for prospective clients. - Working with seniors on proposals for Execution. - Execution of solution provided. - Aligning, Participating and doing review meetings with existing clients...

Role: Investment Counsellor Location: Mumbai / Thane / Navi Mumbai Experience : 1+ Years Roles & Responsibilities: - The hired will be responsible for Driving sales through existing clients. - Conduct daily sales calls with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to client’s basis their...

**Location**:Mumbai **Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location /...

Job Responsibilities:Experience of working as IC with wealth management teamsKnowledge of MF/PMS/AIF productsUnderstanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goalsIndividual Client management experience.Provide regular updates to the immediate superior as and when require.Requirements:A (Full...

Process : -Sales Gender Male/Female No. of Positions20 About Process: -He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and...

**Urgent Opening For Counsellor** Process: Operations Gender: Male / Female No. of Positions: 4 About Process: Develop and implement the marketing and outreach student recruitment strategies for each recruitment cycle in India. Develop and maintain a calendar of recruitment activities for each cycle, to include recruitment fairs, high schools and/ or...

Job Description / Responsibilities: 1. He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. 2. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counselling 3. He/she will be...

**Name of the Company**:The Akanksha Foundation. **About the company** :The Akanksha Foundation is non-profit organisation with the mission “to build one of the most innovative school networks that empowers children from low income communities to maximise their potential”. Akanksha currently serves 9800 children and 3500+ alumni, through its 26 schools...

**Position Summary**: We are in the process of expanding our team and are looking for an enthusiastic individual who brings their existing expertise to our expanding suite of products & services. **Responsibilities** - Identify new contacts within the database, from inbound leads, and outbound targets and effectively qualify prospects and assess the...

**Position**:Medical Trainer **Job Location**:Mumbai, Work from Office **About Care24**: Care24 is a leading in-home healthcare patient-care service provider serving ~900 patients/day in Mumbai and Delhi. We offer medical care at home, workplace, or travel including consultations, nursing, attendant care, Infant Care, Physiotherapy, diagnostic lab,...

Title- Country Manager supporting Lancaster UniversityExperience- 8+ yearsEducation- Educated to degree level or equivalent, preferably in the UK or IrelandLocation- Delhi/ MumbaiAbout UniversityLancaster University is a leading higher education and research institution in north-west England and one of the largest employers in the area. The University...

Title- Country Manager supporting Lancaster UniversityExperience- 8+ yearsEducation- Educated to degree level or equivalent, preferably in the UK or IrelandLocation- Delhi/ MumbaiAbout UniversityLancaster University is a leading higher education and research institution in north-west England and one of the largest employers in the area. The University...

Title: Student Recruitment Advisor supporting 3d Sense Media SchoolExperience 3-5 yearsEducation Educated to degree level or equivalent, preferably in the UK /Ireland or SingaporeLocation MumbaiAbout 3d Sense Media School:3dsense Media School, based in Singapore, is a leading digital arts institution offering industry-driven diplomas in Visual Effects,...

Title- Country Manager supporting Lancaster UniversityExperience- 8+ yearsEducation- Educated to degree level or equivalent, preferably in the UK or IrelandLocation- Delhi/ MumbaiAbout UniversityLancaster University is a leading higher education and research institution in north-west England and one of the largest employers in the area. The University...

JOB DESCRIPTION: PROGRAM COORDINATOR, ROMILA PALLIATIVE CARE PROGRAM ABOUT SNEHA A secular, Mumbai-based non-profit organisation, SNEHA believes that investing in women's health is essential to building viable urban communities. SNEHA is 500+ person strong, innovative and progressive organization that works on health and nutrition in urban slum pockets...

*** **OPENING FOR: PROGRAM OFFICER- COUNSELING **NAME OF THE PROGRAM: PREVENTION OF VOILENCE AGAINST WOMEN AND CHILDREN -** **STRATEGY & IMPLEMENTATION** **JOB LOCATION: DHARAVI **ABOUT THE PROGRAM** SNEHA’s Program on Prevention of Violence against Women and Children aims to develop high‐impact strategies for primary prevention, ensure survivors’...