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Client Relationship Executive Jobs in Kolkata - Bajaj Capital Ltd

Client Relationship Executive

Bajaj Capital Ltd
experience-icon 0 Years
salary-icon 16000 - 45000 Monthly
Expired

Posted: 05 Apr 18

Job Description

  • Formulating the strategies to increase client base 
  • Preparation and execution of Financial Planning
  • Approaching need based product to the client through Financial Planning
  • Providing advisory services into various instruments like Insurance(life & non life), MF, PMS,Bond, Equity, Real Estate, Gold(ETF), &FMP.
  • Portfolio review of client at regular intervals
  • Assessing the portfolio risk according to changing market situation.

Job Particulars

Education B.Arch, B.Com, B.Pharm, BA, BBA/BBM, BCA, BDS, BEd, BHM, BSc
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id405331
Job Category Others
Locality Address Park Circus Area
Country India

About Company

Bajaj Capital Ltd is the flagship company of the Bajaj Capital group.Bajaj Capital Limited ('Bajaj Capital') is India's premier 'Investment Services' Company, with over 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it is our deep personal relationships with clients that truly set us apart. No other firm can match the depth of our experience and our dedication to personal service. The markets may fluctuate, but our dependability never does. Bajaj Capital has been granted the Certificate of Registration ('CoR') by the Securities and Exchange Board of India ('SEBI') to carry on the business of Merchant Bankers (Cat-I) [INM000010544]; Underwriter [INU000001132]; Stock Broker, as Trading Member of BSE Ltd (Cash Segment) [INZ000007732]; Depository Participant of NSDL [IN-DP-NSDL-267-2006]. Further, Bajaj Capital has been granted the CoR by AMFI [ARN 0010], to carry on the business of distribution of mutual funds and has also been granted the CoR [Regn.No.03310 (currently under renewal) to act as Point of Presence ('PoP') by the Pension Fund Regulatory Authority for the NPS Schemes.
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