Bajaj Capital is looking for aggressive & enthusiastic individuals aspiring to build careers in Financial Planning & Investment Advisory. In reference to the same, we would like to share an opportunity with us .
Acquisition of new clients and formulating strategies to increase the client base
Dealing with existing clients
Preparation and execution of Financial Planning
Regular portfolio review of client
Providing advisory services into various instruments majorly in General Insurance, Mutual Funds, FD, PMS, Bond, Equity, Gold(ETF), & FMP
Approaching need based product to the client through Financial Planning
Access the portfolio risk according to changing market situation
Generating the revenue primarily through core products
Candidate with Excellent communication skills
Good Experience in Financial Planning, Investment Advisory, Wealth Management
Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
This job was posted by Anjita Misra from Bajaj Capital.