Job Description
Job Description : -
1. Acquiring the new client
2. Dealing with existing client
3. Analysing Client Current Portfolio
4. Assessing there Financial needs.
5. Defining there goals.
6. Providing Advisory Services in all the financial instruments like ( Insurance, Mutual Fund, PMS, AIF , Real Estate & Corporate Fixed Deposit.
7. Generating the revenue.
Desired Candidate Profile- Candidate should have minimum 2 - 5 years of experience in Financial Planning & Wealth management.
Location Delhi / NCR, Gurgaon , Noida, Gzb, Chandigarh, Jaipur, Mumbai, Kolkata, Hyderabad, Chennai, Bangalore.
Interested Candidate candidate can mail there resume to
Gaurav. Singh bajajcapital.com
Regards
Gaurav Singh
AVP- Talent Acquisition
1. Acquiring the new client
2. Dealing with existing client
3. Analysing Client Current Portfolio
4. Assessing there Financial needs.
5. Defining there goals.
6. Providing Advisory Services in all the financial instruments like ( Insurance, Mutual Fund, PMS, AIF , Real Estate & Corporate Fixed Deposit.
7. Generating the revenue.
Desired Candidate Profile- Candidate should have minimum 2 - 5 years of experience in Financial Planning & Wealth management.
Location Delhi / NCR, Gurgaon , Noida, Gzb, Chandigarh, Jaipur, Mumbai, Kolkata, Hyderabad, Chennai, Bangalore.
Interested Candidate candidate can mail there resume to
Gaurav. Singh bajajcapital.com
Regards
Gaurav Singh
AVP- Talent Acquisition
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Opening| Priority Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Gurugram offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.