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| Bajaj Capital |
Job Title: Personal Financial Planner
Location: Pondicherry, Vellore
Education:UG - Any Graduate - Any Specialization,Graduation Not Required, PG - Any PG Course - Any Specialization,Post Graduation Not Required
Compensation: Rupees 50,000 - 1,00,000
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.
- No field work.
- Local Language is Mandatory Tamil
- Both Male & Females Are preffered.
Desired Profile:
- Good Communication Skills.
- Good Presentation skills.
- Freshers can also apply.
- Go getter.
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.
Executive Name: Rajesh Singh
Telephone No: 9841450406
Email ID: rajeshsingh@bajajcapital.com
Website: www.bajajcapital.com
Reference ID: PFP
I am very interested in becoming a financial planner. I would like to open up my own operations, so I would need my CFP. When opening your own business as a financial planner or adviser, how does one get clients?
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