Investment Counsellor

1 month ago


Mumbai, India Skillventory Full time

**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 that might best serve their particular financial objectives.- Role:_Other
- Salary:_ Not Disclosed by Recruiter
- Industry:_Banking
- Department:_Other
- Role Category:_Other
- Employment Type:_Full Time, Permanent
- Key Skills- Investment counsellorwealth ManagementInverstmentEducation
- UG:_Any Graduate

**Company Profile**:
SKILLVENTORY
- Talent Research Firm- Recruiter Name:_Priya Sachdeva
- Contact Company:_SKILLVENTORY
- Telephone:_
+91-XXXXXXXXXX



  • Mumbai, Maharashtra, India Huntsmen and Barons Full time

    **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...


  • Mumbai/Bangalore, India iimjobs Full time

    Counsellor - Investment Job Description: Investment CounsellorJob Title: Investment CounsellorBusiness Unit: Wealth Management/DistributionLocation: BangaloreInvestment strategy:Define Investment strategy, and asset allocation basis the prevailing market conditions. Up to date with Equity and Debt markets.Product Selection: Develop and manage the fund...


  • Mumbai, India IDFC FIRST Bank Full time

    **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...

  • Klay Group

    3 weeks ago


    Mumbai, India Klay Securities Private Limited Full time

    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...

  • Investment Counselor

    1 month ago


    Mumbai, India AJP Consultancy Full time

    Company Profile: **OneInsure **powered by Robinhood Insurance Broker Pvt. Ltd. is an IRDA-licensed Insurance Broking Firm that was founded in 2008. The Company has evolved as a highly respectable Customer Centric Broking Firm. We are focused at demystify the insurance business in India with advice from trusted insurance experts. Currently, ranked amongst the...

  • Investment Counsellor

    4 weeks ago


    Mumbai, India KTiwa Services Full time

    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 end solution for the client’s wealth management...

  • Vice President

    4 days ago


    mumbai, India HSBC Full time

    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...

  • Vice President

    5 days ago


    Mumbai, India HSBC Full time

    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...

  • Counsellor

    3 days ago


    Mumbai, India IDP Education Ltd Full time

    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...

  • Admission Counsellor

    1 month ago


    Mumbai, India Fossgen Technologies Private Limited Full time

    _**Job Description**_ - 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 college visits, agency fairs, webinars, and other recruitment-oriented activities - Identify...

  • Financial Counsellor

    1 month ago


    Nariman Point, Mumbai, Maharashtra, India SOBA INFOSEC PVT LTD Full time

    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...


  • Mumbai, India QuantInsti Quantitative Learning Pvt Ltd. Full time

    **Position Summary**: We are in the process of expanding our team and are looking for an enthusiastic individual who brings their existing expertise to our expanding suite of products & services. **Responsibilities** - Identify new contacts within the database, from inbound leads, and outbound targets and effectively qualify prospects and assess the...