Wealth Specialist-MBA Fresher (Gurugram)

Wealth Specialist-MBA Fresher (Gurugram)

17 Sep
|
Bajaj Capital
|
Gurugram

17 Sep

Bajaj Capital

Gurugram

Wealth Planner | Bajaj Capital

Location: Delhi / Delhi NCR | Experience: 26 Years

- Handle and acquire B2C/HNI clients and grow AUM.
- Provide customized wealth planning and investment solutions.
- Solid knowledge of Mutual Funds, PMS, AIF & Insurance.
- Manage client relationships and conduct regular portfolio reviews.
- Achieve business, revenue & AUM targets.
- Candidates with an existing client base/AUM will be preferred.

MBA Fresher

Female preferred

📌 Wealth Specialist-MBA Fresher (Gurugram)
🏢 Bajaj Capital
📍 Gurugram

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