Investment Counselor

**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 Top 3 Insurance...

Leading Bank Hiring Investment CounselorMumbaiInterested pelase call MAHEK and drop CV at Job Title Investment Specialist Branch BankingOverall Job DescriptionStrategic / Managerial Responsibilities• Driving Investment Products through Relationship Managers of Branches• Assist in investment portfolio asset allocation of customers• Handholding clients &...

Investment Specialist-Affluent-AFFLUENT-Investment Counselors Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking Job Description Principal Responsibilities:Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. Ensure strict adherence to regulatory requirements for Affluent customer...

Hey there! We are looking for an investment enthusiast with a flair for building and maintaining meaningful client relationships. If that describes you - write in! **Who Are We?** **What You'll Be Up To**: - Client Onboarding: Be the empathetic counselor that helps our HNI, Ultra HNI, and NRI clients onboard seamlessly. - Relationship Building: Create...

**About The WallStreet School**: TWSS is committed to relevance, offering hands-on learning and an unmatched number of training hours. We prioritize placement support with deferred tuition fees and simulate job interviews with future employers. Our flexibility shines with online investment banking classes, enabling professionals to balance career and...

1..must have knowledge of mediclaim basic Information like products and claim procedure 2. servicing existing clients. 3.Helping client to complete claim process both cashless and reimbursement. 4.Informing clients changes in the product, terms and condition, also informing them about new product. 5.Primarily the role will be of communicator, counselor...

**Be the first step in shaping successful futures!** **FPA EduTech**is an award-winning ed-tech company offering coaching for globally recognized accounting & finance programs. We are a classroom and online training institute that is committed to helping individuals achieve their educational and career goals. Whether you are a college student trying to...

**About the Role**: The Facilitator & Counselor would play an important role in building agency of the youth i.e. the ability to make informed life decisions. They would be responsible for building meaningful relationships with the youth to influence their emotional, social and mental wellbeing. youth and invested in their betterment, has experience in...

Product Specialist - Private Banking-Kotak Private Banking-Investment Counselors- Role: Product Specialist in Private Banking focusing on investment counseling. - Location: Mumbai, Maharashtra, India. - The position involves working with clients to provide tailored banking solutions. - Requires a strong understanding of financial products and services. -...

**About the Role**: The Facilitator & Counselor would play an important role in building agency of the youth i.e. the ability to make informed life decisions. They would be responsible for building meaningful relationships with the youth to influence their emotional, social and mental wellbeing. youth and invested in their betterment, has experience in...