Investment Counsellor

Job DescriptionInvestment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients&apos financial needs, developing...

Investment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...

Role Overview:We are seeking a high-caliber Investment Counsellor to lead and manage relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, and Private Wealth Platforms. This role is central to driving high-ticket fund raising across our real estate and alternative investment products. The ideal candidate should be deeply embedded...

**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...

Job Purpose IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor As a leading financial institution we are committed to providing our clients with the best investment solutions and services We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the...

We are hiring Investment Counselor /Relationship Manager in Mumabi. - Participate in Customer meetings taking Minutes of meetings and engaging clients. - Align Meetings for prospective clients. - Working with seniors on proposals for Execution. - Execution of solution provided. - Aligning, Participating and doing review meetings with existing clients...

Investment Counsellor Department: Wealth Management / Financial Services Reports To: Head-Asset Allocation The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that...

Job Title: Academic Counsellor - CFA Program Location: Mumbai Industry: Education | CFA| Financial Certification | EdTech About the Role: Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact...

Job Title: Academic Counsellor - CFA Program Location: Mumbai Industry: Education | CFA| Financial Certification | EdTech About the Role: Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact...

Process : -Sales Gender Male/Female No. of Positions20 About Process: -He/she will be responsible to do counselling of interested customers over the phone and to suggest best Investment plans as per his/her financial requirements. He/she will be responsible to convert the interested customers into clients through doing proactively follow-ups and...