Investment Counselor

Job DescriptionAbout the Role: We are looking for an experienced and dynamic professional to join our team as an Investment Counselor. In this role, you will be responsible for training and enabling branch teams to effectively sell investment products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private...

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 &...

ResponsibilitiesProduct Growth:Enhancing customer affinity by bringing in features improving time spent by customer on CherryIncreasing DAU and MAU by building engagement tools on the platformsImprove D2C customer transactions via effective marketing strategies and product enhancementsProduct Building/Roadmap:Provide product requirements to the engineering...

Product Manager-AFFLUENT-Investment Counselors . Product Growth: Enhancing customer affinity by bringing in features improving time spent by customer on Cherry Increasing DAU and MAU by building engagement tools on the platforms Improve D2C customer transactions via effective marketing strategies and product enhancements Product...

**Investment counsellor**: - From 7 to 12 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Navi Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Investment counselors - **provide advice and guidance related to financial investments**. They educate clients about a range of investment products and services, and recommend options...

Company Profile: **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...

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. -...

As Asia's biggest network of CAD training centers, CADD Centre Training Services is the training arm of the 30-year-old CADD Centre Group, head quartered at Chennai, India. Founded in the year 1988, we have grown today as Asia's biggest network of skill training provider in Computer Aided Design (CAD), Computer Aided Engineering (CAE), and Project...

Position Summary: We are in the process of expanding our team and are looking for an enthusiastic individual who brings their existing expertise to our expanding suite of products & services. **Responsibilities**: - Identify new contacts within the database, from inbound leads, and outbound targets and effectively qualify prospects and assess the necessary...

**Job Description.** Are you ready to embark on an exhilarating journey as our Sales and Customer Success Representative? We're on the lookout for a dynamic individual who thrives on connecting with people, closing deals, and championing lifelong learning. **What You'll Be Doing**: **Source New Sales Opportunities**: - Employ effective strategies to...

As Asia's biggest network of CAD training centers, CADD Centre Training Services is the training arm of the 30-year-old CADD Centre Group, head quartered at Chennai, India. Founded in the year 1988, we have grown today as Asia's biggest network of skill training provider in Computer Aided Design (CAD), Computer Aided Engineering (CAE), and Project...

**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...

Location of talent engagement: MumbaiEngagement level: Senior Manager / DirectorOrganizational Unit: Acies Consulting - Risk and Finance (Finance) Acies is multi-national firm in the business of consulting, technology applications, content management and strategic investments. The firm has and continues to partner with leading players in the financial...

JOB DESCRIPTION: ASSISTANT-CENTER & COMPUTER TEACHER, SNEHA SHAKTI SWATHYA SEVIKA ABOUT SNEHA A secular, Mumbai-based non-profit organisation, SNEHA believes that investing in women's health is essential to building viable urban communities. SNEHA targets four large public health areas: Maternal and Newborn Health, Child Health and Nutrition, Sexual and...