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Designation:Urgent Opening- Financial Planning Manager- Chennai
Company Name:Bajaj Capital Limited
Summary:
Key Skills: Financial planning & Sales, sales, Financial Services, liabilty products, insurance, mutual funds, financial, banking, investment, bfsi, wealth management, hni
Sector: Banking,Financial services,Insurance
Industry Vertical: Broking
Functional Area: Sales and Business Development
Certification:
Experience: 01-05yrs
CTC: Lacs
Location: Chennai,,
Job Posted on: 11-07-2013
Prefered Level: Junior
Job code: FPM
 
Job Description:
1. Formulating the strategies to increase the client base 2. Dealing with existing clients3. Preparation and execution of financial planning4. Regular portfolio review of client5. Providing advisory services into various instruments like insurance(life& non life), MF, PMS,Bond, Equity, Real Estate, Gold(ETF), &FMP.6. Approaching need based product to the client through financial planining 7. Access the portfolio risk according to changing market situation8. Generating the revenue primarily through liability products candidate must having the experience in sales of Financial product
 
Company Profile:
Additional mail id:
 
Contact Details:
Company:Bajaj Capital Ltd
Contact Person:Hemamalini.S
No:90 Annasalai willington plazaMount Road
Chennai,Tamilnadu,India,,mailid:hemamalini@bajajcapital.com
   
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