Job Description
Acquisition of recent 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.
Job Specification
Candidate with Excellent communication skills.
Valuable Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years
Pleasing Personality
Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Preferred candidate profile
📌 Relationship Manager Nagpur
🏢 Bajaj Capital
📍 Nagpur
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