Experience: 0 – 5 Years
Job Title: Relationship Executive
Location: Surat
Education:UG – Any Graduate – Any Specialization, PG – Any PG Course – Any Specialization,Post Graduation Not Required
Name of the Company: Bajaj Capital Limited
Job Description:
Acquisition of the new clients & understanding their financial goals .
Making financial planning for the clients & thereby promoting the concept of Financial Planning.
Ensuring that there is penetration of each & every product in client’s portfolio depending on the client’s profile & requirement .
Handling a wide range of investment product s which includes MF,LI,GI,Company FDs etc.
The prime objective would be to act as a FInancial Planner & not as an individual product seller .
Providing services to the existing clients .
Desired Profile:
Experience in any bank, broking , investment advisory firm for a minimum period of 6 months.
Excellent communication and presentation skills.
AMFI/ IRDA/ NISM , NCFM certification will be an advantage.
Candidates with similar industry experience will be given preference.
Minimum Graduate.
About the Company:
The Bajaj Capital Group is one of India’s premier Investment Advisory and Financial Planning companies. We are also SEBI-approved Category I Merchant Bankers. We offer personalised Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Net worth Clients, among others.
As one of India’s largest distributors of financial products, we offer a wide range of investment products such as mutual funds, life and general insurance, bonds, post office schemes, etc. offered by reputed public and private and government Organisations.
Contact Details:
Executive Name: Deepak Sharma
Telephone: 9860568686
Email ID: deepaks@bajajcapital.com
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