Investment Counsellor Jobs

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

Investment counselors provide advice and guidance related to financial investments. They educate clients about a range of investment products and services, and recommend options that might best serve their particular financial objectives.

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Job Description: Co-Founder (25% Partnership) Financial Holding, Asset Management and Acquisition BranchPosition: Co-FounderPartnership Stake: 25% EquityLocation: Qatar (with potential travel to India and other regions as needed)Type: Partnership RoleOverviewWe are establishing a new branch in Qatar focused on asset management and acquisition, bridging opportunities between India and Qatar. As a Co-Founder, you will play a pivotal role in shaping the companys strategic direction, operations, and growth. This is a high-impact role requiring entrepreneurial spirit, strategic thinking, and strong leadership skills.Key Responsibilities - Strategic LeadershipCollaborate with the founding team to develop and execute the business strategy.Drive the company's vision to establish it as a leading player in asset management and acquisition.Build and nurture relationships with key stakeholders, including investors, partners, and clients.Fundraising and Financial StrategyLead fundraising efforts to secure capital for business operations and asset acquisitions.Develop compelling pitch decks and business plans to attract investors.Cultivate and manage relationships with venture capital firms, angel investors, and institutional investors.Business Development and PartnershipsIdentify and onboard high-potential assets from India and other emerging markets.Establish strategic partnerships with local entities in Qatar to support asset management and acquisition.Represent the company in industry events, forums, and networking opportunities to enhance visibility and credibility.Operational OversightOversee the establishment and operations of the Qatar branch, ensuring compliance with local regulations.Recruit and manage a high-performing team to drive the companys objectives.Monitor and optimize the performance of acquired assets to maximize returns.CONTACT - +918742907792

Job Title: Admission Counsellor (Work from Home)Institute: Earning Planner InstituteAbout the Role:Earning Planner Institute is a renowned online education platform offering courses in accounting, digital marketing, graphic design, web development, and many other professional fields. We are looking for an Admission Counsellor to join our team who can call potential students and help them enroll in our courses.Responsibilities:Data will be provided, which will contain contact information of potential studentsMake calls to students, provide course details, and persuade them to enrollProvide accurate feedback and status updates after each callAchieve admission targetsEffectively resolve customer queriesRequirements:Excellent communication skills (Hindi/English)Basic computer and internet knowledge is requiredSelf-motivated, goal-oriented, and target-drivenPrevious calling experience (preferred but not mandatory)Salary:Salary is commission-based: per admissionHigh earnings potential by converting leads into admissionsNo limit to earnings the more admissions, the higher the incomeBenefits:Work from home opportunityFlexible working hoursGrow with a reputable educational institutionHow to Apply:If you believe you are a good fit for this role, please send your resume or contact us directly at [8209801136].

We have vacant of 50 Investment Manager Jobs in Mohali Experience Required : 1 Year Educational Qualification : Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, B.A, B.C.A, B.B.A, B.Com Skill Marketing Consultant,Investment Counsellor,Investment Planning etc.

Responsibility:- Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings Well-developed in presentable skills and understanding to identify new customer Recruit train and develop a team of insurance agents to create business opportunities Maintaining and updating sales and business development reports. holding presentations and demonstrations for potential clients Prepare sales contracts ensuring adherence to law-established rules and guidelines Attend and manage networking events to attract and retain clients Business Development Executives spend a fair amount of time using their market research to prospect for leads. Develop a growth strategy focused both on financial gain and customer satisfactionRequirements and qualification:- Strong analytical skills and ability to understand financial markets and investment products A Bachelor's or Master degree must be required Previous experience in financial services, banking, or investment advisory is preferred Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc. Understanding of agent work culture in insurance companies. Strong organizational skills and attention to detail Strong problem-solving and analytical abilities, with a focus on generating results

We are looking for 10 Investment Counsellor Posts in Bhopal, Madhya Pradesh,Sales Consultant, with deep knowledge in Sales Consultant and Required Educational Qualification is : Higher Secondary, Professional Degree

Kotak Group is please where you have unlimited earning opportunity. A good potential person can get an annual CTC of upto 50Lac yearly including incentives. Join our team to change your life style.Giving Investment Advice to Clients, Analyse Their Lifestyle and Suggest Investment Plans Accordingly, Explaining Investment Plans and Outcomes.

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

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 suggestschemes 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 financialplanning 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.

Role: Investment Counsellor Location: Mumbai / Thane / Navi MumbaiRoles & 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.

Responsible for Concept Selling across the region, leveraging distributor relationshipsResponsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agendaTo conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital marketTo actively work on D & E counters with Sales team and include them as part of their branch visitTo work with Sales Team in increasing distribution spread and product MixProviding critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visitSupport to create simpler communication on Focused Products along with Product teamGive market feedback to Investments on Competition Products Positioning and Product sales in marketFeedback to Investments team on Distributor/ Investor queries on Funds/Products

Roles & ResponsibilitiesMonthly and yearly preparation of financial statement as per IFRS for the Group.Annual Audit of companies under the group.Preparation of Standalone and Consolidated Financials.Preparation of annual budget, forecast, business plans and other valuation analysis.Preparation of external due diligence analysisCoordination with all internal and external stakeholders for group reporting.Preparation of all kind of financial reports as require by management.

Hiring for 2 Home Loan Executive Jobs in Goa,Mapusa, Goa,Investment Advisor,Investment Counsellor,Investment Analyst, for Freshers,Required Educational Qualification is : Other Bachelor Degree, M.A, M.C.A, M.B.A/PGDM, M.Com, M.Ed, M.Pharma, M.Sc, M.Tech with Good knowledge in Investment Advisor,Investment Counsellor,Investment Analyst etc.

Job Openings for 15 Sales Officer Jobs for Freshers in Coimbatore, Tamil Nadu, Financial Services, Home Loan Counsellor, Investment Advisor, Investment Counsellor, having Educational qualification of : Other Bachelor Degree with Good knowledge in Financial Services, Home Loan Counsellor, Investment Advisor, Investment Counsellor etc.,

Hiring in various positionsRequirements: Candidates with a B2C sales experience in the products of the BFSI industry like loans, insurance, mutual funds, equity, etc are invited to apply. The candidate has to be a resident of Mumbai. Excellent verbal and written communication skills and excellent telephonic skills are a must. Proficiency in English and Hindi and one local language is expected. Training will be providedJob Description: The candidate would be involved in the acquisition of Retail customers with an investible surplus of Rs. 10 Lacs or more For the higher level in this role, candidates having experience of handling retail clients with an investible surplus of Rs. 25 Lacs or more and possessing the knowledge of equity will be given first preference Role: From customer acquisition to telephonic conversations with clients to occasional personal meetings with the clients Ensure delivery of MIS reports Develop short-term and long-term sales strategies

ob Opportunity for a individuals having leadership Quality along with Counselling Skill to handle a team of 35-40 people related to Financial & Investment dealings.Candidates should be minimum graduates and having good command on Computer

The position is responsible for owning, managing and driving total passive business (ETFs, Index Funds and Fund of Funds) in South Zone (Karnataka, TN, AP, Telangana and Kerela) through consultative engagement with multiple channels and direct ClientsPurpose of the JobResponsible for achieving sales targets and development of passive funds market in South.Should be able to reach to the Direct clients, Wealth outfits, RIAs, PFs/Superannuation funds and select partners on his own or with the help of the respective ZH/ RH of the Zone/ Regions.Do cross selling of passive products to active clients.Focus on increasing the premium client base of passive investors by acquiring Family offices, UHNIs and HNIs.Regularly educate and inform the team on the ground about the latest ETF developments by conducting sessions on a periodic basis.Managing the zone with complete ownership of developing the passive business in the zone to substantial level.