Sr Investment Counsellor SOUTH MUMBAI AVP
23 hours ago
Investment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 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 Counsellorfor 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
-
Counsellor Delhi
14 hours ago
Delhi, India Tresbien HR Staffing Full time**Greetings from Tresbien HR Consultants !** **Hiring Counsellor for Animation company at South Extension Delhi.** **Experience - 2 years** **Industry - Media\Animation** **Location -Delhi (South Extension)** **Qualification - Any Graduate** **Job Description-** Handling inbound calls Excellent written and spoken communication skills (English...
-
Investment Banking AVP/VP
1 week ago
New Delhi, India Indium Capital Advisors Full timeIndium Capital - Investment Banking AVP/VP - CA/IIM/ISM/FMS/MDI/CA (4-8 years)Indium Capitalis a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of ~$25-500Mn. We have worked extensively withmarquee clientson deals across healthcare, consumer, tech/digital and industrials...
-
Investment Banking AVP/VP
6 days ago
New Delhi, India Indium Capital Advisors Full timeIndium Capital - Investment Banking AVP/VP - CA/IIM/ISM/FMS/MDI/CA (4-8 years)Indium Capital is a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of ~$25-500Mn. We have worked extensively with marquee clients on deals across healthcare, consumer, tech/digital and...
-
Counsellor
2 weeks ago
New Delhi, India Shanti Deep Educational Society Full time**Counsellor for office in south extension, part-1, New Delhi** **Salary**: ₹8,000.00 - ₹20,000.00 per month Schedule: - Morning shift Ability to commute/relocate: - South Extensions, New Delhi - 110049, Delhi: Reliably commute or planning to relocate before starting work (required) **Education**: - Bachelor's (preferred) **Experience**: - total...
-
Investment Counsellor
2 weeks ago
Delhi, Delhi, India JM Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole Overview:The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio...
-
AVP / VP - Wealth Management for NBFC
5 days ago
Delhi, Delhi, India Talengage Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - Manager / Sr Manager/AVP / VP / Sr VPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior experience...
-
Merchant Banker AVP Mumbai
1 week ago
New Delhi, India T&M Services Consulting Pvt Ltd Full timePNB Investment Services Limited (PNBISL), incorporated on 2nd of February 2009, is a 100% subsidiary of Punjab National Bank. PNBISL is registered with SEBI as a Category-I Merchant Banker to handle all major Merchant Banking Services to Corporate, Institutional and Individual clients. PNBISL derives strength from Punjab National Bank which is one of the...
-
Admissions Counsellor
1 week ago
New Delhi, India BITS Law School, Mumbai Full timeAbout the BITS Law School, Mumbai: A premier institute focused on generating the next cadre of legal leaders in India and across the globe, situated in Mumbai. Founded in March 2023, the School offers high-quality multidisciplinary legal education in times of increasing demand for well-rounded, tech-savvy and industry-ready law graduates across...
-
Counsellor
2 weeks ago
New Delhi, India Fragomen Educational Services Full timeCompany Description:FES Study Abroad is a leading provider of guidance and support for aspiring international students. With a legacy of excellence in immigration services, FES Study Abroad offers comprehensive counselling, admission support, and visa guidance to help students fulfil their dreams of studying abroad. Our dedicated team of seasoned specialists...
-
Sales Lead South India
2 weeks ago
New Delhi, India Amethyst Partners Full timeOur client is a boutique Asset Management firm in Mumbai which operates a Category III AIF, investing in long only public equities. They are a fast-growing firm and is looking to add to its sales team. They are looking for someone to lead their Sales and Business development activities for South India from Bangalore.Previous experience: ~5 years in PMS/ AIF...