Wealth Counsellor

Role: Wealth Counsellor Qualification: Graduate Location: Mumbai (Work from Office) Experience: Minimum 3 Years to Maximum 5 years of Experience in Sales Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy) Interview Round: 2 Rounds of Interviews CTC: Up to 12 LPA + Incentives Roles and...

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...

About Our CompanyWe are seeking a talented individual to join our team as an offline sales counsellor. While we prefer not to disclose the name of our client, we can assure you that we are a reputable organization dedicated to providing excellent products and services to our customers. Our offline sales counsellors play a crucial role in selling our...

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...

**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 /...

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...

**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...

**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...

**THE ROLE** - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships **QUALIFICATIONS**: - Graduate (mandatory) - 3 to 5 years of work experience - Excellent communication and interpersonal skills - Knowledge of the...

**THE ROLE** - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships **QUALIFICATIONS**: - Graduate (mandatory) - 3 to 5 years of work experience - Excellent communication and interpersonal skills - Knowledge of the...

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...

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...

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...

Company DescriptionWe’re transforming India and then the world by helping every human being find a career they love. Mentoria is a career mentorship platform that enables students and early working professionals to discover themselves and their ideal career paths. We leverage psychometric assessments, one to one career counselling sessions, a platform with...

We are looking for enthusiastic “**Wealth Creation Counselors” **who can counsel potential investors over the phone and will be able to generate sales for the organization by selling the different types of advisory services. - Dialing 100-150 calls giving 3-5 hours of talk time. - Selling an equity-based product on call from scratch to end. - Language:...

Company DescriptionWe’re transforming India and then the world by helping every human being find a career they love. Mentoria is a career mentorship platform that enables students and early working professionals to discover themselves and their ideal career paths. We leverage psychometric assessments, one to one career counselling sessions, a platform with...

Company Description We’re transforming India and then the world by helping every human being find a career they love. Mentoria is a career mentorship platform that enables students and early working professionals to discover themselves and their ideal career paths. We leverage psychometric assessments, one to one career counselling sessions, a platform...

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...

Job Title: -Wealth Creation Counsellor Location: -Thane Terms: - Full Time Shift Time: -10.00 am to 7.00 pm Week Off: -Sunday Batch Count: -15 Gender: - Male or Female Both - Dialing 100-150 calls giving 3-5 hours of talk time. - Selling an equity-based product on call from scratch to end. - Language: English and Hindi are compulsory. Preferred - Tamil,...

Job Title: -Wealth Creation Counsellor Location: -Thane Full Time Shift Time: -10.00 am to 7.00 pm **Salary**: - Up to 30,000 Gross (PM) + incentives - Dialing 100-150 calls giving 3-5 hours of talk time. - Selling an equity-based product on call from scratch to end. - Language: English and Hindi are compulsory. Preferred - Tamil, Telugu, Tulu, Malayalam,...