Investment Counsellor
2 days ago
Job Purpose: This role in essence would be an Investment Counsellor who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them, would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the clients as per their risk profile and investment objective. It may also require the person to help the client in raising funds, doing transaction advisory in collaboration with corporate finance team or otherwise. The role would entail client mining (predominantly) but also deal/client sourcing occasionally as also helping RM's in converting such large accounts. The person has to be well-versed across financial instruments – plain vanilla to exotic and have a penchant for deal structuring & closures.Key Responsibilities:Own the business performance of the region in terms of revenue, market share both in terms of NCA & increased AUM.Working closely with Relationship Managers and clients, providing advice on investments.Providing clients with specialist investment advice, constructing and managing their strategic asset allocation and tactical portfoliosContinually seeking to enhance investment platforms in line with evolving market developmentCreating value for the clients across asset classes and managing portfoliosDriving of strategic and tactical allocation strategies along with Research & Product team - Advisory desk would play pivotal role in product / asset allocation strategies for clients, based on investment views and client's investment needs.Responsible for training / educating / coaching and upskilling all colleagues on market and product knowledgeCoordinating with all AMC / 3rd party Fund Managers and being the interfaceOrganizing and conducting event for clients and colleagues with fund managerKey Skills:• 12 - 20 years of relevant experience• Market knowledge – Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.• Specialized product knowledge – Have a specialized product knowledge about various investment products available in the market including:• Client facing experience and strong analytical skills• Strong communication skills, with the ability to build relationships with both internal and external clients.
-
Investment Counsellor
5 days 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...
-
Investment Counseller
1 week ago
Delhi, India Synergy plus business group consultant Full time**Greetings from Synergy plus business consulting group. We are looking for an Investment Counsellor.** - 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 for increasing the Branch AUM - Support and handhold...
-
Investment Specialist
1 week ago
Chandigarh, Delhi, NCR, India JOBSNAVIGATOR Full time ₹ 1,04,000 - ₹ 1,30,878 per yearLeading bank is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey.Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory servicesConduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
3 weeks ago
New Delhi, 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 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...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
6 days ago
New Delhi, 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 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...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
New Delhi, 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 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...
-
Admission Counsellor
3 weeks ago
New Delhi, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full timeCompany DescriptionICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
-
Admission Counsellor
3 weeks ago
New Delhi, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full timeCompany Description ICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
-
Admission Counsellor
1 week ago
Delhi Division, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full timeCompany Description ICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
-
Admission Counsellor
2 weeks ago
north delhi, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full timeCompany Description ICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
