Investment Counsellor
3 days ago
Role Overview:The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio advisory.Key Responsibilities:Provide comprehensive investment advisory to clients across asset classes (Mutual Funds – Equity & Hybrid, PMS, AIF, MLDs, Bonds, Unlisted, etc.).Drive cross-selling and upselling opportunities within the existing client base to enhance wallet share.Conduct portfolio reviews and offer rebalancing strategies aligned with client goals, risk profile, and market conditions.Ensure month-on-month activation and growth of third-party products across branches.Stay updated on market trends, regulatory developments, and investment products to provide informed recommendations.Build long-term client relationships by providing consistent support, timely communication, and superior service.Skills & Competencies:Strong understanding of financial markets, asset classes, and wealth management products.Analytical mindset with ability to interpret client portfolios and market data.Excellent communication and presentation skills.Ability to influence, train, and collaborate with sales teams.
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Investment Counsellor
2 weeks ago
Delhi, Delhi, India JM Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole Overview:The Investment Counsellor will be responsible for advising clients on investment strategies, cross-selling financial products, and ensuring achievement of AUM and revenue targets. The role involves regular client engagement, training, and driving product penetration across branches through effective relationship management and portfolio...
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Investment Counsellor
2 weeks ago
Delhi, India ICICIDirect Full timeJob Purpose: This role in essence would be an Investment Counsellor who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them, would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the...
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Sr Investment Counsellor SOUTH MUMBAI AVP
4 weeks ago
New Delhi, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details:Grade:[SM/AVP/DVP] Maximum CTC:[11L - 30L] Location:[Lower Parel] Position: [2]The purpose of this role is to guide and motivate the team of...
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Sr Investment Counsellor SOUTH MUMBAI AVP
3 weeks ago
New Delhi, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...
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Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
New Delhi, India Bank Full timeInvestment Counsellor - AVP / DVP RoleOpening for a Leading Bank - Looking for candidates from Banking OnlyKindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.comWassup - 9137265848Role Details:- Grade: [SM/AVP/DVP] - Maximum CTC: [11L - 30L] - Location: [Lower Parel] - Position: [2]The purpose of this role is to guide and motivate the...
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Admission Counsellor
7 days ago
Delhi Division, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full timeCompany DescriptionICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
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Admission Counsellor
2 weeks ago
Delhi Division, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full timeCompany Description ICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
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Investment Counsellor
3 weeks ago
Delhi, Bengaluru, Mumbai, India Quick Turtle Full timeJob Description 1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting...
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Admission Counsellor
2 weeks ago
Preet Vihar, Delhi, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full time ₹ 2,50,000 - ₹ 7,50,000 per yearCompany DescriptionICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive stock market training. We offer a wide range of courses, from basic to advanced trading strategies, designed to ensure student success in the financial market. With a dedicated team of expert...
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Stock Market Admision Counsellor
2 weeks ago
Delhi University, Delhi, Delhi, India PUREVEDIC LIFE Full time ₹ 15,000 - ₹ 30,000 per yearJob description:Bull Bear Cubs is one of India's fastest-growing stock market education platforms with a vibrant community of 1,00,000+ learners guided by experienced mentors. We specialize in delivering practical and simplified stock market learning experiences, helping individuals achieve financial independence. To expand our reach, we are looking for...
