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Opportunity for Fresh Certified Financial Planner or CWM

Bajaj Capital Limited
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Not Disclosed by Recruiter Posted 44 days ago Job Applicants: Less than 10 Job Views: 40

Job Description

 
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    We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Advisor position . Our core product offering is Mutual Fund,Life Insurance, General Insurance, Corporate Fixed Deposits , Bonds, Debenture, etc.

    Company Profile
    Being one of Indias 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.

    Job description
    • Formulating the strategies to increase client base.
    • Contact all mapped clients through daily/weekly/monthly calls, regularly
    • Maintaining long term relationships, deepening relationships with existing high net worth customers so as to increase revenue base for the company
    • New client acquisition and revenue generation through sale of all liability products including insurance(LI & GI), MF, PMS, IPOs,BONDS, FMP & capital protection fund etc to HNI clients.
    • Preparation and execution of financial planning
    • Risk profiling of existing & new clients.
    • Regular portfolio review of existing & new clients.Providing seamless & superior service delivery.
    • Timely follow-up on all the product renewal opportunities uploaded in the system.
    • Promote large ticket MF SIP's per month.Manage AUM & month on month growth of the same
    Interested candidate can apply with their updated resume or mail us updated resume @ reshmam@bajajcapital.com
    Job Location 
    Bajaj Capital Ltd - 
    2-L Akik Opp Lions Hall, Mithakhali Six Road,Near Nalanda Hotel, Ellisbridge, Ahmedabad-380006 

    Fore more details you can connect undersign. 


    Reshma Mendon
    Asst. Manager HR
    Bajaj Capital Ltd.
    Solitaire Corporate Park,
    Bldg no 9,4th Flr,
    Andheri-Kurla Road,
    Chakala,Andheri (East)
    Mumbai-400093
    E Mail :reshmam@bajajcapital.com
    Contact Numbers :022-40099912/ 26(O)

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Sales , Retail , Business Development

Role Category:Retail Sales

Role:Sales Executive/Officer

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Minimum 1year experience in selling Financial products(Mutual Fund, Life Insurance, General Insurance, Corporate Fixed Deposits

Education-

UG: Any Graduate - Any Specialization

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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