Roles and Responsibilities
1. Connect With Client
2. Assessing current portfolio
3. Promoting Retirement planning initiative of Bajaj capital.
4. Assessing risk & Goals
5. Preparing Comprehensive Plan for client
6. Suggesting investment option as well
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general
insurance, fixed income, mutual funds, etc.
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward
appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well
must provide sound and reliable advice to clients
Skills:
Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability.
any request for documentation
Interested candidate may share their resume at ga*********h@ba*********l.com
Keyskills: wealth management Retirement Planning CPA CFP CFA
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...