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Senior Financial Planning Executives / Assistant Financial Planners

JobsCafe.com
Experience :  0 - 3 Years

Location :   Mumbai

Education :  UG - Any Graduate - Any Specialization
 
PG - Any PG Course - Any Specialization

Industry Type :  Banking/Financial Services/Broking

Functional Area :  Sales, BD
 
Job Description

Dear Candidate ,

Greetings from the WINNER OF CNBC TV 18 BEST FINANCIAL ADVISOR AWARD !!!

This is in reference to your CV posted on naukri.com that we would like to share

some EXCELLENT OPPORTUNITIES available with us .

Enclosed is the Job Description for your perusal .

Job Title : Senior Financial Planning Executives /Assistant Financial Planners

Reporting To : Financial Planner & Branch Head / Zonal Manager (AVP) / Executive

Vice President & National Head Mutual Funds

Location : Mumbai

Job Profile : The incumbent would be responsible in handling the following

responsibilities :

• Being responsible for performing at individual level under the support & guidance

of the Seniors.

• 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 .

The interested candidates with relevant experience are requested to walk down along

with a hard copy of your CV at the below mentioned

venue
on 30th November ,1st &
2nd December 09 .

Kindly Note : The positions are really urgent & would be closed at the earliest . It

is going to be a direct & single round of interview with the Executive Vice

President & National Head Mutual Funds . The selected candidates would be receiving

the Offer Letter within the next 24 working hours .

Venue :

Bajaj Capital Ltd.
Solitaire Corporate Park
Unit 672 ,Bldg. No.6 ,7th Floor
Chakala ,
Andheri East

Dress Code : Strictly Corporate Formals.

Tie is compulsory for male candidates.

Contact Person : Anjita Misra

Contact Number : 9819569984

Please revert incase of any querry .

Warm Regards

Anjita Misra

Assistant Manager HR
 
Desired Candidate Profile

• The candidate should have an experience in the similar profile .

• Should have an experience in direct sales.

• Should be presentable.

• Should have good communication skill .

 Keywords :  Client acquisition,Client Services