Investment Counsellor

Work Level: Junior LeadershipCore: Organized, NetworkingLeadership: ResponsiveIndustry Type: Financial ServicesFunction: Investment AdvisorKey Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMSEducation: PG/ MasterNote: This is a requirement for one of...

Job DescriptionWork Level: Junior LeadershipCore: Organized, NetworkingLeadership: ResponsiveIndustry Type: Financial ServicesFunction: Investment AdvisorKey Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMSEducation: PG/ MasterNote: This is a...

Assistant Vice President,Treasures Investment Counsellor, Consumer Banking Group - (WD Job Purpose : A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM's and coach on various investment products available in the bank. Also review the...

Assistant Vice President, Investment Counsellor, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

A global live-learning edtech platform for kids from 6 to 16 years to learn next-gen life skills suchas Coding, Financial Literacy, Communication Skills and Robotics. BrightCHAMPS is currentlyvalued at $650 million with a $63 million investment, and services 30+ countries (India,Indonesia, US, UAE, Vietnam, and many other countries across SEA and MENA) in...

Business Finance ManagerAbout SetuSetu is working to reimagine financial products for the next billion users.How do you put a dent in India's economy when most of her population cannot afford insurance, credit, investments, etc. through the formal channels that you and I take for granted? Our auto-wallas cannot use Cred, our security guards cannot use...

SummaryPosition SummaryAre you passionate about leading people and helping them grow through coaching and mentoring? Do you think you have strong leadership qualities and can motivate people? Do you have the customer service attitude who can help develop strong teams like you? Are you one who can develop strong network and relations with Clients, People and...

Role: In-Country Representative (South Asia)Location: Bangalore or MumbaiJob type: Full time, PermanentWorking arrangement: HybridNote- This position offers a hybrid work model, allowing flexibility between working from home and our office.Typically, employees are expected to work 2 days in the office per week.Why QS?At QS, we believe that work should...

**Role** - Investment Counsellor **Location** - Bangalore **Mode** - WFO - 5 Days **Experience-** 5+ years **The role of a Investment Counsellor includes**: **Investment strategy**: Define Investment strategy, and asset allocation basis the prevailing market conditions. Up to date with Equity and Debt markets. **Product Selection**: Develop and...

Position: Investment SpecialistFunction: Investment AdvisorIndustry: Financial ServicesEducation: PG/MasterJob Summary:We are seeking an organized and highly responsive Investment Specialist to join our financial services team. The ideal candidate will have a strong background in wealth management and mutual fund sales. This junior leadership role is...

Job Description Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note:...

Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note: This is a requirement for...

1) To strategize client engagement process for optimal revenue generation2) 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 targets5) Conducting Portfolio Reviews of...

Assistant Vice President,Treasures Investment Counsellor, Consumer Banking Group-(WD77321)Job Purpose : A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM’s and coach on various investment products available in the bank. Also review...

**About XIPHIAS Immigration** Established in 2009, XIPHIAS Immigration is a dynamic and most awarded investment migration firm specialized services for Permanent Residency, Business, and Investment Visas, catering to countries such as Canada, USA, UK, Australia, New Zealand, and beyond. With strategically positioned offices in key cities of India and...

**About XIPHIAS Immigration** Established in 2009, XIPHIAS Immigration is a dynamic and most awarded investment migration firm specialized services for Permanent Residency, Business, and Investment Visas, catering to countries such as Canada, USA, UK, Australia, New Zealand, and beyond. With strategically positioned offices in key cities of India and...

**Job Purpose**: A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM’s and coach on various investment products available in the bank. Also review the client’s investment and update them on regular intervalsKey Accountabilities :...

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...