Current jobs related to Investment Counsellor - Delhi, Delhi - Waytogo Consultants

  • Investment Counsellor

    4 months ago

    Delhi, India Change Leader Full time

    **JOB DESCRIPTION** **Investment Counsellor** **Experience: 6 to 12 Yrs** **Location: South Delhi** **JD is as below**: - Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. - Analyze investment products and determine which product is appropriate for the clients. - Responsible to increase the Branch AUM -...

  • Junior Admission Counsellor

    1 week ago

    new delhi, India Redrob Full time

    "Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: GyanDhan.Position: Junior Admission CounsellorYears of Experience: 0-1 YearsCommunity Location: New DelhiEmployment Type: Full-TimeCONNECTCompany Overview ( Rice is not just a company; it's a dynamic community,...

  • Junior Admission Counsellor

    4 days ago

    new delhi, India Redrob Full time

    "Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.” Employer: GyanDhan. Position: Junior Admission Counsellor Years of Experience: 0-1 Years Community Location: New Delhi Employment Type: Full-Time CONNECT Company Overview ( McKinley Rice is not just a...

  • Junior Admission Counsellor

    2 weeks ago

    New Delhi, India Redrob Full time

    "Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.” Employer: GyanDhan. Position: Junior Admission Counsellor Years of Experience: 0-1 Years Community Location: New Delhi Employment Type: Full-Time CONNECT Company Overview ( McKinley Rice is not just a...

  • Tellecaller

    4 months ago

    Laxmi Nagar, Delhi, Delhi, India Aadeeshwara Fintech Pvt Ltd Full time

    This is a full-time role for a **Lending Counsellor ( Marketing ) ** located in Delhi - Laxmi Nagar. The role involves day-to-day tasks like lead generation, outbound sales, and telemarketing for multiple products like Credit Card, Loans, Insurance, and Investment Products. **Job Types**: Full-time, Permanent, Fresher Pay: ₹180,000.00 per...

  • Junior Admission Counsellor

    1 week ago

    New Delhi, India Redrob Full time

    "Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: GyanDhan.Position: Junior Admission CounsellorYears of Experience:0-1 YearsCommunity Location:New DelhiEmployment Type:Full-TimeCONNECTCompany Overview( Rice is not just a company; it's a dynamic community, the next...

  • Student Recruitment Advisor Supporting University Of Worcester

    7 days ago

    Delhi, India OneStep Global Full time

    Title: Student Recruitment Advisor supporting University of WorcesterExperience: 5+ years in relevant fieldEducation: Educated to degree level or equivalent, preferably in the UKLocation: Mumbai, Delhi, BangaloreAbout University of Worcester: Originally founded as a symbol of hope in the aftermath of the Second World War, the University ofWorcester was...

Investment Counsellor

3 months ago

Delhi, Delhi, India Waytogo Consultants Full time
  • Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM.
  • Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same.
  • Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines.
  • Ensure implementation of investment sales process and the investment profile suitability of clients to the products purchased.
  • Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.
  • Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes.
  • Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads.
  • Track the input activities of team members through client book analysis and align the activities to the desired investment volumes and revenue objectives.
  • Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines at VRM.
  • Ensure adequacy of product brochures, addendums and proposal forms at VRM repository and check for replenishment of sales kit of RMs.
  • Ensure complaint resolution within the approved TAT through coordination with Central Investment product team and insurer partners at VRM unit.