Investment Counsellor

2 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
- Support and handhold Relationship managers in joint sales calls
- Maintain MIS and drive business across mapped branches.
- Coordinate with AMCs and ensure compliance while distributing the products.
- Train new RM’s on Products and Markets
- Ownership of investment targets assigned to mapped branches.
- Portfolio monitoring, rebalancing, and reviews.
- Strong consultative, negotiation and problem-solving skills to identify and address issues.
- Proven ability to succeed in a target/KPI driven environment.

  • Investment Counsellor

    1 week ago

    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...

  • Investment Counsellor

    1 week ago

    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...

  • Investment Counsellor

    1 week ago

    New 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...

  • Senior and Lead Counsellor

    2 weeks ago

    delhi, India Leap Full time

    Leap Is India's fastest growing study abroad company and have served 1,00,000 Students, Disbursed 250 Cr in Student Loans and has trained 50,000+ students for IELTS till dateWe have raised more than $150 million to date across four funding rounds.Why Join Us5 Day workingBest in Industry incentive and promotion structureInternational Vacation TripsMonthly...

  • [Apply Now] Senior and Lead Counsellor

    1 week ago

    Delhi, India Leap Full time

    Leap Is India's fastest growing study abroad company and have served 1,00,000 Students, Disbursed 250 Cr in Student Loans and has trained 50,000+ students for IELTS till dateWe have raised more than $150 million to date across four funding rounds.Why Join Us- 5 Day working- Best in Industry incentive and promotion structure- International Vacation Trips-...

  • Senior and Lead Counsellor

    2 weeks ago

    delhi, India Leap Full time

    Leap Is India's fastest growing study abroad company and have served 1,00,000 Students, Disbursed 250 Cr in Student Loans and has trained 50,000+ students for IELTS till date We have raised more than $150 million to date across four funding rounds. Why Join Us 5 Day working Best in Industry incentive and promotion structure International Vacation Trips...

  • Senior and Lead Counsellor

    2 weeks ago

    Delhi, India Leap Full time

    Leap Is India's fastest growing study abroad company and have served 1,00,000 Students, Disbursed 250 Cr in Student Loans and has trained 50,000+ students for IELTS till dateWe have raised more than $150 million to date across four funding rounds.Why Join Us5 Day workingBest in Industry incentive and promotion structureInternational Vacation TripsMonthly...

  • Senior and Lead Counsellor

    2 weeks ago

    New Delhi, India Leap Full time

    Leap Is India's fastest growing study abroad company and have served 1,00,000 Students, Disbursed 250 Cr in Student Loans and has trained 50,000+ students for IELTS till dateWe have raised more than $150 million to date across four funding rounds.Why Join Us5 Day workingBest in Industry incentive and promotion structureInternational Vacation TripsMonthly...

  • Equity Advisor

    1 month ago

    Delhi, India Cubical Oprations Full time

    1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

  • Commodity Advisor

    4 weeks ago

    Delhi, India Cubical Oprations Full time

    1. Advising clients to buy/sell commodities on the basis of fundamental factors, technical indicators and news flow in various commodities, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close...

  • International Student Recruitment Specialist(Remote)

    6 hours ago

    delhi, India M.M Advisory Services Full time

    Job Title: India Student Recruitment Specialist of a Canadian UniversityClient : MM AdvisoryReporting to : Associate Director, MM AdvisoryJob Description : International Marketing and Student Recruitment (UG only)Working Hours : Full timeJob type : ContractStart Date : ImmediateLocation : India/RemoteMain Purpose of the Role The Recruitment Specialist...