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Opportunity For Fresher- Certified Financial Planner / Wealth Manager

Bajaj Capital Limited

Time and Venue

13th August - 18th August , 10 AM onwards

Unit no - 941 , Bldg no - 9 , 4th Floor , Solitaire Corporate Park , Andheri Kurla Road , Chakala , Andheri (E) , Mumbai - 400093 Land Mark : Opp Mirador Hotel Office will be closed on 15th August , 2018- Wednesday.

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Not Disclosed by Recruiter Openings: 6 Posted 10 days ago Job Applicants: 651 Job Views: 1500+

Job Description

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    - Finding Potential Clients through different channels (Lead support system, Marketing activities, Own data base, Referral ) and Manage existing client Base .
    - Taking Appointments & meeting the clients on daily basis .
    - Educating and guiding clients on different investment opportunities like Mutual Fund, Insurance, PMS, CFD, Bonds,etc.
    - Generating , Identifying , Analyzing individuals financial goals through Financial Assessment tool and execute the same by providing unbiased solutions.
    - Review Clients portfolio and keep them updated.

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Sales , Retail , Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    • Knowledge and understanding  of  Financial industry. 
    • Good communication skill and presentable.
    • Self Motivated - Aggressive in achieving  numbers. 


UG: Any Graduate

Doctorate:Doctorate Not Required

Company Profile:

Bajaj Capital Limited

Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others.
Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.
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Walkin Interview

13th August - 18th August 10 AM

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Reshma Assistant Manager Bajaj Capital Mumbai

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