Experience:0 – 1 Years
Job Title:Financial Planner
Location: Bangalore
Education:UG – Any Graduate – Any Specialization,PG – Any PG Course – Any Specialization
Name of the Company: Bajaj Capital Limited.
No.Of Openings: 10
Job Description:
Sell financial products such as insurance if licensed to do so.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Answer clients' questions about the purposes and details of financial plans and strategies.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
Local Language is Mandatory Kananda
Both Male & Females Are preferred
Company Profile:
The Bajaj Capital Group is one of India's premier Investment Advisory and Financial Planning companies. We are also SEBI-approved Category I Merchant Bankers
We offer personalised Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others.
As one of India's largest distributors of financial products, we offer a wide range of investment products such as mutual funds, life and general insurance, bonds, post office schemes, etc. offered by reputed public and private and government organisations.
Contact Details:
Executive Name:Santhosh
Email Address:santhoshkp@bajajcapital.com
Telephone:8892027276
Reference ID:SANSALES
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