Sr.Financial Planning Executive
Financial Planning Executive
Qualification: Any Graduate
Acquisition of New Client & Dealing with Existing Client
Preparing the Financial plan of Client
Assessing the training need & advising them accordingly
Should advise HNI’s, MNI’s and corporate clients related to wealth management products like Mutual Funds, Life Insurance, General Insurance, FDs, IPOs, and demat.
Advise the clients with various investment plans. Review the portfolio and update the market status on daily basis to the clients.
Generating the revenue
1. Candidate must have experience in sales or marketing of any financial products.
2. Min exp of 1 yr is preferred
3. Freshers interested in marketing can also apply
4. Good Communication and Knowledge in this line is mandatory.
5. Training will be provided into all products.
6. Two wheeler is must
Work Location: Visakhapatnam
Company Name: Bajaj Capital Ltd
Walk-in Date: 21st, 22nd May 2012
Time: 10:00am to 05:00pm
Bajaj Capital Ltd
Door No 10-1-125, 1st Floor,
Beside Prasads Labs,
Vishakapatnam – 530003