Job Description
1. Regular Portfolio review of client
2. Preparing new portfolio of client
3. Assessing there risk & goals
4. Advising investment Instrument as per there need
5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD)
Desired Candidate profile- Candidate must have minimum 2 to 5 years of experience into Investment Advisory & Financial Planning
Location- Gurgaon & Nehru place
Interested Candidate can mail there resume to
Gaurav. Singh@bajajcapital.com
Planner • Nadiad, IN