Investment Counsellor

10 hours ago

Delhi, India Change Leader Full time

**JOB DESCRIPTION**

**Investment Counsellor**

**Experience: 6 to 12 Yrs**

**Location: South Delhi**

**JD is as below**:

- Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.
- Analyze investment products and determine which product is appropriate for the clients.
- Responsible to increase the Branch AUM
- Support and handhold Relationship managers in joint sales calls
- Maintain MIS and drive business across mapped branches.
- Coordinate with AMCs and ensure compliance while distributing the products.
- Train new RM’s on Products and Markets
- Ownership of investment targets assigned to mapped branches.
- Portfolio monitoring, rebalancing, and reviews.
- Strong consultative, negotiation and problem-solving skills to identify and address issues.
- Proven ability to succeed in a target/KPI driven environment.

  • Investment Counsellor

    2 weeks ago

    delhi, India JM Financial Services Ltd Full time

    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...

  • Investment Counsellor

    2 days ago

    Delhi, Delhi, India JM Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Investment Counsellor

    3 weeks ago

    Delhi, India ICICIDirect Full time

    Job 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...

  • Sr Investment Counsellor SOUTH MUMBAI AVP

    3 weeks ago

    New Delhi, India Bank Full time

    Investment 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...

  • Admission Counsellor

    2 weeks ago

    Delhi Division, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full time

    Company 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...

  • Admission Counsellor

    4 weeks ago

    Delhi Division, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full time

    Company 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...

  • Admission Counsellor

    9 hours 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 year

    Company 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...

  • Stock Market Admision Counsellor

    6 hours ago

    Delhi University, Delhi, Delhi, India PUREVEDIC LIFE Full time ₹ 15,000 - ₹ 30,000 per year

    Job 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...

  • Admissions Manager

    3 days ago

    New Delhi, India MIT World Peace University Full time

    1. Job Purpose Design and implement outreach strategies to maximize visibility and reach to the target audience for UG and PG programs.LOCATIONS - KARNATAKA / ANDRA PRADESH / CHATTISGARH / KERALA / TELANGANA / NORTHEAST2. Key Accountability :Strategic Design and implement outreach strategies to maximize visibility and reach to the target audience for UG and...

  • Training Counsellor

    1 week ago

    delhi, in CryptoMize Full time

    Responsibilities END --> Our Principles These are some of the principles that we strongly believe in, preach and actually follow as well. Commitments We clearly commit what we can do, by when can we do it and how we would do it, And then we do it. Confidentiality We are extremely paranoid about protecting the confidentiality of what we do, for whom and how...