Careers
Wealth Advisor – Intern
JOB DESCRIPTION
Acquisitions of New Clients for multiple financial products which includes PMS, Insurance, Mutual Funds, Sip's, AIF, Bonds, financial planning & Other services offered by bajaj Broking .
- Making marketing strategies for client acquisition and retention.
- Ensuring client satisfaction by building good relationship with clients.
- Revenue geberation- revenue to be generated from the all the products from sourced accounts
- Financial planning of clients as per their requirement.
- Active participation in business planning with your team members.
- Keeping record of clientele.
Job Specifications:
- Good Communication skills
- Graduate (B.com) preferable Finance Background
- Knowledge of Financial products.
- Good Client base.
- NISM-Series-VI CERTIFICATE (Advantage)