Investment Counsellor

Job Purpose A person in this role will ensure awareness of and adherence to processes policies and codes of conduct laid down for CBG frontline staff The role incumbent will help the RM s and coach on various investment products available in the bank Also review the client s investment and update them on regular intervals Key Accountabilities ...

Job DescriptionA global live-learning edtech platform for kids from 6 to 16 years to learn next-gen life skills suchas Coding, Financial Literacy, Communication Skills and Robotics. BrightCHAMPS is currentlyvalued at $650 million with a $63 million investment, and services 30+ countries (India,Indonesia, US, UAE, Vietnam, and many other countries across SEA...

Business Finance ManagerAbout SetuSetu is working to reimagine financial products for the next billion users.How do you put a dent in India's economy when most of her population cannot afford insurance, credit, investments, etc. through the formal channels that you and I take for granted? Our auto-wallas cannot use Cred, our security guards cannot use...

Business Finance Manager About Setu Setu is working to reimagine financial products for the next billion users. How do you put a dent in India's economy when most of her population cannot afford insurance, credit, investments, etc. through the formal channels that you and I take for granted? Our auto-wallas cannot use Cred, our security guards cannot use...

**Role** - Investment Counsellor **Location** - Bangalore **Mode** - WFO - 5 Days **Experience-** 5+ years **The role of a Investment Counsellor includes**: **Investment strategy**: Define Investment strategy, and asset allocation basis the prevailing market conditions. Up to date with Equity and Debt markets. **Product Selection**: Develop and...

**Private Banker Role Overview**This is an exciting opportunity to join a leading private banking organization and work with ultra-high net worth individuals and family offices. The successful candidate will have extensive experience in investment counselling, advisory, and management, with a strong knowledge of Indian and global markets.**Key...

**About XIPHIAS Immigration** Established in 2009, XIPHIAS Immigration is a dynamic and most awarded investment migration firm specialized services for Permanent Residency, Business, and Investment Visas, catering to countries such as Canada, USA, UK, Australia, New Zealand, and beyond. With strategically positioned offices in key cities of India and...

**About XIPHIAS Immigration** Established in 2009, XIPHIAS Immigration is a dynamic and most awarded investment migration firm specialized services for Permanent Residency, Business, and Investment Visas, catering to countries such as Canada, USA, UK, Australia, New Zealand, and beyond. With strategically positioned offices in key cities of India and...

**Job Purpose**: A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM’s and coach on various investment products available in the bank. Also review the client’s investment and update them on regular intervalsKey Accountabilities :...

Investment Counsellor RoleAs an Investment Counsellor, you will be instrumental in driving client engagement and revenue growth. Your role will involve strategizing with our team to identify opportunities for cross-selling and developing investment proposals that meet client needs.Key responsibilities include:Developing and executing strategic plans to...

Are you Passionate about Investing or Trading in Stock Markets? Do you like to teach other fellow Traders and Investors to fulfil their Potential in financial markets? We are focused on making people learn the relevant skills to succeed in financial markets. **_If you’re interested to teach and train in the field of Stock market Trading or Investing, Join...

Are you Passionate about Investing or Trading in Stock Markets? Do you like to teach other fellow Traders and Investors to fulfil their Potential in financial markets? We are focused on making people learn the relevant skills to succeed in financial markets. **_If you’re interested to teach and train in the field of Stock market Trading or Investing, Join...

It’s time to make a change in Trading coach. So far, after nearly 5 Years of helping Traders fulfil their potential and achieve their dreams to be consistent and successful in Trading. We are looking forward to expand and become a team. As a Step in the right direction**_, we need a Professional who is interested in Trading and Investing along with a...