Bajaj Capital Limited hiring Financial Planner freshers-Delhi/NCR
Company Name: Bajaj Capital Limited
Website: https://www.bajajcapital.com/
Job Role: Financial Planner
Qualification : Any Graduate
Experience : freshers
Location : Delhi/NCR
Job Description:
1.Formulating the strategies to increase the client base
2.Dealing with existing clients
3.Preparation and execution of financial planning
4.Regular portfolio review of client
5.providing advisory services into various instruments like insurance(life
& non life), MF, PMS,Bond, Equity, Real Estate, Gold(ETF), &FMP.
6. Approaching need based product to the client through financial planning
7.Asscesing the portfolio risk according to changing market situation
8.Generating the revenue primarily through liability products
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