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Bajaj Capital |
Experience:0-1 years
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.