Job Description

Job description Roles and Responsibilities Meet or exceed monthly targets set by the organization. Develop strong relationships with existing clients to increase wallet share and product penetration. Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products. Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning. Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals. Required Candidate profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage. Location- Lucknow, Pryagraj, Varanasi, Kanpur & Agra CTC- 4 Lpa- 8 lpa Interested Candidate can mail there resume to Gaurav.Singh@bajajcapital.com Regards Gaurav Singh Sr Associate Vice President- Talent Acquisition