Location –  Bhubaneswar

CTC : 3 lc per annum + Reimbursements + Incentives 

Reporting To: Branch Manager

To know more about us please log on to www.bajajcapital.com

1. Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services to various instruments majorly in General Insurance, Mutual Funds, FD, PMS, Bond, Equity, Gold(ETF), & FMP.

6. Approaching a need-based product to the client through Financial Planning.

7. Access the portfolio risk according to the changing market situation.

8. Generating the revenue primarily through core products.

Job Specification:

1. Candidate with Excellent communication skills.

2. Pleasing Personality      

3. Candidates with NISM – MF Advisory module /CFP/CWM would have an added advantage