Role & responsibilities

Company - Bajaj Capital Limited.

Job Description

1. Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

8. Generating the revenue primarily through core products.

Job Specification

1. Candidate with Excellent communication skills.

2. Positive Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Preferred candidate profile

📌 Relationship Manager (Ahmedabad)
🏢 Bajaj Capital
📍 Ahmedabad