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Financial Planning Associate/ Sr Financial Planning AssociateJobsCafe.comExperience : 0 - 5 Years
Location:Delhi, Delhi/NCR
Education:UG - Any Graduate - Any Specialization,Graduation Not Required
PG - Any PG Course - Any Specialization,Post Graduation Not Required
Industry Type:Banking/Financial Services/Broking
Role:Sales/BD Mgr
Functional Area:Banking, Insurance
Desired Candidate Profile1. Good Communication Skills.
2. Should have experience of Portfolio Management / Advisory Services of Investment Products.
3. Should have experience of Dealing with Retail /HNI / MNI's clients.
DATE AND VENUE OF INTERVIEW
27th,28th,29th,30 june & 1t and 2nd june
10:00 AM - 05:00 PM
Venue BAJAJ CAPITAL LTD.
97 , Bajaj House
5th Floor , Nehru Place
Contact Person - Amrita Pandya
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Job Description
1. Financial advisory through the process of Financial Planning.
2. Acquiring new clients through referrals.
3. Establishing relationships with new clients by regular presentations or discussions.
4. Penetration of all products including Mutual Funds , Insurance , Equity in all clients portfolios.
Keywords : Financial Planning Associate,Sr Financial Planning Associate
Bajaj Freshers Walkin Jun 29 - July 2