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Job description

Experience:

Location: Mumbai, Mumbai Suburban, Navi Mumbai , Mumbai, Mumbai Suburban, Navi Mumbai , India

Qualification: Any Graduate in Any Specialization

Job Type: Permanent


Job Description:

Roles and Responsibilities

  • 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.

 

Desired Candidate Profile

  • Candidate with Excellent communication skills.
  • Good Experience in Financial Planning, Investment Advisory, Wealth Management.
  • Pleasing Personality
  • Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Perks and Benefits

  • Fixed salary + Incentives(No capping )
  • Growth opportunity in first 6month of joining
  • Multiple contests : International trips/ Rewards etc

Industry Type
Banking & Finance
Functional Area
Banking, Insurance & Financial Services
Employment Type
Full Time
Role Category
Sales / BD

Bajaj Capital

About Company

BajajCapital has contributed to the growth of the Indian Capital Market at every step. In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an active role in the growth of the Indian Mutual Fund industry. Here is a glimpse of our journey through the years.

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