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Relationship Executive / Relationship Manager

Ahmedabad, Gujarat

Bajaj capital Insurance Broking Ltd.

Job Description

Job Description : (Will be inclined towards sales profile . Client acquisition and portfolio management )
1) To acquire new client and to build relationship with existing client.
2) Preparation and execution of financial planning according to the Financial Goal of individual
3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Funds, Insurance, Equity, bonds etc.,
4)Review the portfolio according to change in market situation.

Note :
1. Candidates should come in Formal Attire.
2. Should have Good communication Skills.
3. Good Knowledge of Financial Sector.

Company Description

Bajaj Capital is among the pioneers of the investment advisory and financial planning... industry in India. For over four decades, the Company has been serving Indian investors, and giving shape to the vision of its founder-chairman, Mr K.K. Bajaj.  Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Less than one year
Compulsory Education
Jobs in Banking / Financial Services
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