Relationship Manager/ Financial Planner

Bajaj Capital

0 to 5 yrs. Delhi , Ghaziabad , Noida
Posted on 04 Dec 2014

Job Description

Acquiring the new client.
Dealing with existing client. Managing the portfolio client regarding Insurance,Mutual fund,Equity, Real Estate etc.
Dealing in entire range of financial product.
Providing support to the branches in meeting the target.
Preparation & Execution of Financial plan
Risk Profiling of Client Portfolio
Providing Advisory Services to the Client in Insurance( Life Non Life), Mutual Fund, Bond, Fixed Deposit,Real Estate
Access the portfolio risk according to changing market situation
Generating the revenue primarily through liability products
Dealing with Multiple Financial Product.

Desired Candidates Profile:-

Graduate or above
Good Communication skills
Presentable, confident
Should be convincing/ Impressive
Should be a team player
Target oriented

Interested Candidate May Call at 7503886558


Job Posted by

Ashwani Singh Assistant Manager HR Bajaj Capital Delhi


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