Company Name : Bajaj Capital Limited
Designation: Walk IN INTERVIEW:FInancial planner - IN HOUSE SALES - 10 Opening(s)
Job Description:
1. Assesing the need of client
2. Making the financial plan of client
3. Analizing the risk involved in client portfolio
4. Advising them into various financial product like insurance, mutual fund, equity , bond & real esate.
5.Sales Of Investment product
Keywords: Handling client portfolio
Company Profile:
Where dreams inspire us to excel. They ignite hope and kindle in us the passion to stretch our limits. At Bajaj Capital we believe that nothing can or should stop us from dreaming. And financial constraints should be the last thing to stop anyone from realizing them.
For over four decades now, Bajaj Capital has been helping people to realize their aspirations by making their wealth grow, and planning their financial lives. Bajaj Capital offers advice on Investments, Insurance, Tax Saving, Retirement Planning, Future Planning for Children and more. As India's largest distributors of financial products, Bajaj Capital brings for you a wide range of investment options - the entire gamut of financial instruments and investment products of almost all major public and private companies and the Govt. sector.
Desired Profile:
1. Assesing the need of client
2. Making the financial plan of client
3. Analizing the risk involved in client portfolio
4. Advising them into various financial product like insurance, mutual fund, equity , bond & real esate.
5.Sales Of Investment product
Fresher can also apply
Experience: 0 - 2 Years
Role: CRM/Cust. Service Exec.
Functional Area: Banking, Insurance
Education:
UG - Any Graduate - Any Specialization,Graduation Not Required
PG - Any PG Course - Any Specialization,Post Graduation Not Required
Location: Amritsar, Jammu, Chamba , Kangra
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