Job Description
a. Analysis of Client Investment Reports to understand the pattern & frequency of their investments.
b. Charting a rough sketch of client’s goals and risk tolerance basis the earlier analysis and initiate Financial Planning calls for them.
c. Prepare Financial Plans including Snapshot / Comprehensive for Branch Level.
Employer Name: Bajaj Capital Limited
Employer Address: WALK-IN INTERVIEWS from 5th Jan'10 - 9th Jan'10 from 10 AM - 5 PM at Bajaj Capital Ltd, 5th floor, 97, Nehru Place, New Delhi
Email: poojavirmani@bajajcapital.com
URL: http://www.bajajcapital.com
Phone: 66161111
Required Skills: ? Good communication skills ? Interpersonal and Team Building skills
Required Experience: 0 - 2 Years
Required Education: UG - Any Graduate - Any Specialization PG - MBA/PGDM - Finance
Job Location: Delhi/NCR
Labels: India Jobs