1.Formulating the 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 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 planning.
QUALIFICATION CRITERIA
Location : Delhi/NCR, Gurgaon, Noida
Experience : 0 – 3 Years
Education : UG – Any Graduate – Any Specialization, Graduation Not Required
PG – Any Postgraduate – Any Specialization, Post Graduation Not Required
DOCTORATE – Any Doctorate – Any Specialization, Doctorate Not Required
Salary INR 1,75,000 - 4,75,000 P.A. High Incentives and other benfits and perks
COMPANY PROFILE
The international college of financial planning (ICFP) is an approved education provider of the CFP Certification education programme of the Financial Planning Standards Board, India. The college is run by a team of professionals. ICFP is a market leader in CFP certification education programme in India with about 3800 students enrolled with it.
The college is a sister concern of Bajaj Capital Ltd a leading name in the financial industry.
Bajaj Capital Ltd.
Bajaj House, 97, Nehru Place,
Near sona Sweets
New Delhi - 110019
Contact Person : Ankush
# 8860632943
Interested Candidates may mail their Resume immediately.
ankushc@bajajcapital.com
Kindly carry your latest Resume along with your documents
Ankush Chander
Bajaj Capital Limited
97,bajaj House,5th Floor, Nehru Place
NEW DELHI,Delhi,India 110001
