Bajaj IT Walkin Nov 9 - 12

Urgent opening- Portfolio Manager-Wealth Management- HNI

Experience :  1 - 6 Years

Location:Kolkata

Education:UG - Any Graduate - Any Specialization

PG - Any PG Course - Any Specialization

Industry Type:Banking/Financial Services/Broking

Role:Sales/BD-Mgr

Functional Area:Banking, Insurance

Job Description

 1. Handling the HNI Portfolio

 2. Dealing with HNI & Ultra HNI Client

 3.Providing advisrory services to them

 4. Tracking there portfolio as per market

 5. Advising in all the wealth product like Life insurance, General insurance, Mutual fund, Bond, Equity & Real esate.

 6. Financial Plan Preparation & Implementation  of the same with suitable Product Recommendations

 Interested Candidates with relevant experience are requested to walk down at the below mentioned venue :

Venue :

Bajaj Capital Ltd ,
Ground Floor , 10 C Hungerford Street ,
Kolkata - 17 .( Landmark - IMS & WLC BUILDING CAMPUS )

 DATE : 9th - 12th NOVEMBER 2011

 TIME : 10: 00 A.M - 06:00 P.M

 CONTACT NUMBER : 9830359984

 CONTACT PERSON : ANJITA MISRA

Keywords :  Handling the portfolio of HNI- Client