Investment Counsellor(Field Sales)
4 weeks ago
Role: Investment Counsellor Location: Mumbai / Thane / Navi Mumbai
Roles & Responsibilities:
The hired will be responsible for Driving sales through existing clients.
Conduct daily sales calls with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Providing end to end solution for the clients wealth management needs.
Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions.
Establishing strong relationships and communication with clients.
Desired Profile:
Graduate or Above
Preference to NISM Certified candidates with experience in managing Retail/HNI
Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc.
Should have good market intelligence, about competition and market mapping etc.
Good communication & interpersonal skills are a must.
- Should be interested in field sales
-
Investment Counsellor
4 weeks ago
Mumbai, India Skillventory Full time**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...
-
Klay Group
3 days ago
Mumbai, India Klay Securities Private Limited Full timeWe are seeking a highly skilled and motivated Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing comprehensive investment advice and portfolio management services to high-net-worth individuals, families, and institutional clients. You will work closely with clients to understand their financial...
-
Renaissance Investment
1 month ago
Mumbai, India Renaissance investment Manager Pvt Ltd Full time- Sales Strategy Development: Develop comprehensive sales strategies for institutional clients for PMS and AIF business.- To deepen engagements with various institutional clients and family offices to drive firms' business and build long term relationships.- To be able to communicate effectively about the performance of the funds and other salient...
-
Mumbai, India Skillventory Full time**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...
-
Sales Counsellor
4 weeks ago
Mumbai, India Get Structured Consulting Services Pvt. Ltd. Full timeWe are looking for an empathetic, passionate and experienced Career Counsellor to aid our students with deciphering and selecting their preferred trajectories! As our Career Counsellor your main responsibility is to help educate others about tattoo artistry as a career path. The career counsellor will be required to uncover students' prominent and latent...
-
Sales Counsellor
1 day ago
mumbai, India Get Structured Consulting Services Pvt. Ltd. Full timeWe are looking for an empathetic, passionate and experienced Career Counsellor to aid our students with deciphering and selecting their preferred trajectories! As our Career Counsellor your main responsibility is to help educate others about tattoo artistry as a career path. The career counsellor will be required to uncover students' prominent and latent...
-
Sales Counsellor
7 days ago
Borivali, Mumbai, Maharashtra, India Oneabove Fitness Full timeOneabove fitness borivali is hiring fitness counsellors to handle walk in inquiries, cold calling and customer care responsibilities include business development marketing customer care **Salary**: ₹22,000.00 - ₹25,000.00 per month Shift: - Evening shift - Morning shift Supplemental pay types: - Performance bonus Travel requirement: - No...
-
Admission Counsellor
4 weeks ago
Mumbai, India Xavier Institute of Business Management Studies Full timeCompany: Xaviers Institute of Business Management Studies Position: Tele Counsellor /Education Counsellor/Career Adviser Qualification : Graduate or HSC Pass( Excellent Communication Skills ) **Job Description**: - Calling on Given Data. - Generate walk-in Walk-out and Convert them into Admission. - Achieve Monthly Admission target. **Job Types**:...
-
Counsellor
4 weeks ago
Mumbai, India Avp hr solutions Pvt Ltd Full time**Hi,** **We have Admirable Opportunity for you at your Location.** **Position : Senior Counsellor / Counsellor** **Experience Required : 2 + years** **Locations : Mumbai (fort)** **Salary : Annual CTC Rs. 2.5 to 5 LPA** **Roles and Responsibilities**: Counsel Students, Understand their Profile offering/suggesting courses to them. Manage Graduate/post...
-
Counsellor-sales
4 days ago
Mumbai, Maharashtra, India Scooppin solutions Full time**Job Title**: Counsellor - Sales **Package**: CTC Between 2.4Lakhs - 4.2Lakhs + Incentive **Role**: Permanent **Experience**: 0 - 2 Years **Education background**: Graduates in Sales / Business / Management Stream **Work Timing**: Monday to Saturday and Sunday (Fixed Holiday) **Location**: Kandivali, Mumbai **SHARE YOUR CVs DIRECTLY TO OUR HR VIA...
-
Education Counsellor
4 weeks ago
Mumbai, India Zoferty Infotech Pvt.Ltd Full timeBoth Male/ Female can apply Age Limit - Upto 30 years Responsibilities and Duties - Provide detailed information about the program offerings to students - Handling Telephonic enquires, converting them into admissions. - Counselling Students and parents about our courses details and programs. It is Office work. NO Field work. Required Experience, Skills...
-
Educational Counsellor
4 weeks ago
Mumbai, India Xaviers Institute Of Business Management Studies Full timeEducation Counsellor Job Description Template Our company is looking for a Education Counsellor to join our team. **Responsibilities**: Lead generation, cold calling and qualifying corporate and institutional leads; Career Counseling to prospective customers; Any additional tasks assigned time to time as andwhen required; Involvement in all other forms of...
-
Sales Counsellor for IT Training Company
4 weeks ago
Navi Mumbai, India HR Tacticians Full time1. Atleast minimum experience of 3 to 5 years into sales. 2. Able to achieve sales target. 3. Ability to convert leads into closure. 4. Good in verbal communication. About Company - Zoc Learnings is an esteemed IT and Management Certification Company Solution Provider, headquarters in Mumbai, Dubai and New Jersey. We are the authorized training partner...
-
Tele Counsellor
4 weeks ago
Navi Mumbai, Maharashtra, India Hunarho Learning Solutions Private Limited Full time**Tele Counsellor** We're looking for Admission’s Counsellors who are extremely customer centric and are excited by the challenges of a new emerging business environment. As an Admissions Counsellor you will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You must be...
-
Renaissance Investment
3 weeks ago
Mumbai, Maharashtra, India iimjobs Full timeSales Strategy Development: Develop comprehensive sales strategies for institutional clients for PMS and AIF business. To deepen engagements with various institutional clients and family offices to drive firms' business and build long term relationships. To be able to communicate effectively about the performance of the funds and other salient features like...
-
Academic Counsellor
4 weeks ago
navi mumbai, India White Force Full timeJob Description: Address-Corporate Office: 304, 3rd FloorCrescent Business SquareOpp. Gundecha Enclave, Kherani Road,Near Sakinaka Metro StationAndheri East, Mumbai 400 072Company name-BankedgeWebsite: us –To train and develop young graduates into professionals who will be attractive to the bankingand financial sector for employment and...
-
Education Counsellor
7 days ago
Mumbai, India Zoferty Infotech Pvt.Ltd Full timeBoth Male/ Female can apply Age Limit - Upto 30 years Responsibilities and Duties - Provide detailed information about the program offerings to students - Handling Telephonic enquires, converting them into admissions. - Counselling Students and parents about our courses details and programs. It is Office work. NO Field work. Required Experience, Skills...
-
Inside Sales
4 weeks ago
Mumbai, India IIDE - Indian Institute of Digital Education Full time**Responsibilities and Duties**: - Counsel students for their course enquiry - Mentor junior counselors - Counsel students and concerned parents in-person and on the phone - Complete daily, weekly and monthly targets - Calculate conversion rates - Use the CRM and sales automation tools to derive Sales and Reports - Will be given additional responsibilities...
-
Investment Counselor
4 weeks ago
Mumbai, India LeadersLaddrz Full timeOwnership of the Investment Target of the location - Driving Investment Product Sales through relationship managers - Increasing AUM of the location - Penetration of existing client base for creating new investors in MF/Investments from existing client base - Ensuring better client experience both by qualitative and quantitative interventions - Assist in...
-
Education Counsellor
2 days ago
Mumbai, Maharashtra, India Nettech India Full time**EDUCATION COUNSELLOR** - **RESPONSIBILITY** 1. Counsel students regarding courses 2. Convert enquiry into admissions 3. To handle sales team 4. Co - ordinate with students and trainers - **skills** 1. Counsel students regarding courses 2. Convert enquiry into admissions 3. To handle sales team 4. Co - ordinate with students and trainers. Pay:...