Bajaj Capital Limited
Location
Begusarai | India
Job description
Roles & Responsibilities: Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products. Salary: 3-6 LPA Experience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed : Candidates with Excellent communication skills. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 years Pleasing Personality and well behaved. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Job tags
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