Conduct daily sales calls with prospective new clients and identify their needs.
AUM and AUA for the branch.
Desired Candidate Profile
1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Perks and Benefits
Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year)Interested candidates with relevant experience are requested to share CVs at r.*********i@ba*********l.com also WhatsApp on 8220731***
Keyskills: Life Insurance insurance relationship manager Insurance Broking Client Relationship Manager Investment Advisory RM Direct Channel Client Relationship Direct
Bajaj Capital Limited Being one of India's premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients...