Investment Counsellors

**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...

Role: Investment Counsellor Location: Powai (Mumbai) 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 requirements and goal. - Providing end to...

We are seeking a highly skilled and motivated Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing comprehensive investment advice and portfolio management services to high-net-worth individuals, families, and institutional clients. You will work closely with clients to understand their financial...

**Role/Job Title**: Investment Portfolio Counsellor **Business**: Retail Banking **Function/ Department**: Wealth Management **Place of work**: Hyderabad/Mumbai/ Chandigarh/Bangalore & Chennai Job Purpose : Provide advice and guidance related to financial investments Educate clients about 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...

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:MumbaiJob PurposeWealth 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 / region.KEY...

**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 PurposeWealth 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 / region.KEY...

**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 /...

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 suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire...

Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business...

Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business...

Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business...

Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business...

About IDP Education IDP is a global leader in international education services. We help our customers study in English speaking countries. Our success comes from connecting students with the right course in the right institution and the right country. We've been operating for 50 years, creating a huge network of opportunity with offices in over 30...

We, at Soba Infosec Group, are looking for smart and committed people to be part of our organization. We extend this to the company culture as well, with lots of opportunities to develop personally and professionally. With a low attrition rate, it is rare for such openings to come up and this one is in the Mutual Fund Industry. We encourage new ideas and...

We, at Soba Infosec Group, are looking for smart and committed people to be part of our organization. We extend this to the company culture as well, with lots of opportunities to develop personally and professionally. With a low attrition rate, it is rare for such openings to come up and this one is in the Mutual Fund Industry. We encourage new ideas and...

**Their Day to Day job will include** 1. Align Meetings for prospective clients. 2. Participate in Customer meetings taking Minutes of meetings and engaging clients 3. Working with seniors on proposals for Execution. 4. Execution of solution provided. 5. Aligning, Participating and doing review meetings with existing clients connects. 6. Finding out and...