Sr Investment Counsellor SOUTH MUMBAI AVP

1 day ago

Mumbai, India Bank Full time

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 - 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 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

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    Investment Counsellor - AVP / DVP RoleOpening for a Leading

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    Investment Counsellor - AVP / DVP Role Opening for a Leading

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    Investment 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...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    4 days ago

    Mumbai, India Bank Full time

    Investment 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...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    mumbai, India Bank Full time

    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...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    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...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    Investment 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...

  • 15h Left: Sr Investment Counsellor SOUTH MUMBAI AVP

    1 week ago

    Mumbai, India Bank Full time

    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 - 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...

  • AVP, Investment Operations

    3 days ago

    Mumbai, Maharashtra, India Ares Operations Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Ares 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.