Investment Counsellors

**Job Title: Investment Counsellor / Private Wealth Manager** **Position Overview**: We are seeking a dynamic and experienced Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing sophisticated investment advice and curated solutions to HNI/UHNI clients. - Develop and maintain strong, trusted...

**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...

Profile: Investment Counsellor / Private Wealth ManagerLocation: Mumbai & PuneExperience: Minimum 8 years in investment management, wealth advisory, or financial servicesEducation: Master's Degree from an accredited collegeCTC: 15 LPA+  Job Summary:The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment...

**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...

**Conducting Portfolio Reviews** of Large relationships along with the RM, in this a proper Portfolio Review presentation will be given to client with various detail and slicing of portfolio to explain the client on where and what investments they have. **Acquire New Clients **IC will be instrumental in acquisition of larger relationships along with the RM,...

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...

**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...

**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 /...

Job DescriptionJob Responsibilities:1. Experience of working as IC with wealth management teams2. Knowledge of MF/PMS/AIF products3. Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals4. Individual Client management experience.5. Provide regular updates to the immediate superior as and when...

Process : -Sales Gender Male/Female No. of Positions20 About Process: -He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and...

Assistant Vice President, Investment Counsellor Treasures Private Client, Consumer Banking Group-(WD72118) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

Vice President, Investment Product Manager, Consumer Banking Group-(WD72813) Business Function As the leading bank in Asia , DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the Consumer Banking business.DBS has a full spectrum of products and services, including deposits,...

Assistant Vice President, Investment Product Manager, Consumer Banking Group-(WD72814) Business Function As the leading bank in Asia , DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the Consumer Banking business.DBS has a full spectrum of products and services, including...

Job SummaryWe are seeking an experienced Education Counsellor to join our team at Kalrashukla Classes. As an Education Counsellor, you will be responsible for leading our student support team, managing the daily operations of our branch, and working closely with parents and teachers to ensure the best possible outcomes for our students.About the Role* Lead...

About UsKalrashukla Classes has been a trusted name in education for years, with a strong presence in Mumbai. We are dedicated to providing excellent educational services to our students, and we are looking for a skilled Education Counsellor to join our team.Your RoleAs an Education Counsellor, you will be responsible for leading our counselling and support...

Key Responsibilities: 1. Assess clients' educational needs and learning preferences to recommend suitable courses or educational resources. 2. Provide detailed information about educational programs, including course structure, curriculum, fees, and enrollment procedures. 3. Identify and prioritize high-potential leads for further follow-up and conversion....

Job Description / Responsibilities: 1. He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. 2. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and counselling 3. He/she will be...

About Us:We are a well-established financial services firm with over fifty years of experience serving clients.Our objective is to be known for our differentiated offerings and strategies that sets us apart from run-of-the-mill Private Wealth firms. An intelligent, ethical, hardworking & experienced Product Head will find it both enjoyable & an interesting...

1The Akanksha Foundation is non-profit organisation with the mission “to build one of the most innovative school networks that empowers children from low income communities to maximise their potential”. Akanksha currently serves 13000+ children and 3500+ alumni, through its 26 schools in Mumbai, Pune and Nagpur as in partnership with the...