Established in 1964, Bajaj Capital Limited (SEBI-approved Category I Merchant Bankers) is one of India's premier investment services firms, offering personalized services to individual investors, non-resident Indians (NRIs), and clients with high net worths, among others. As one of the largest distributors of investment products, the company offers a wide range of investment products such as mutual funds, bonds, and fixed-income products offered by reputed public, private, and government organizations.
For 52 years, Bajaj Capital has been helping millions of individual clients (approx 3.5 lacs families) creating and protecting the wealth with over 200 branches in more than 100 cities. It has a strong team of 1,500 qualified and experienced professionals to back the investor services.
Activity on Internshala
Hiring since February 2023
3 opportunities posted
About the job
Key responsibilities:
1. Meeting and acquiring new clients and formulating strategies to increase the client base
2. Dealing with existing clients and visiting clients on a daily basis
3. Preparation and execution of financial planning
4. Working on regular portfolio reviews of clients
5. Providing advisory services into various instruments majorly in general insurance, mutual funds, FD, PMS, bond, equity, gold(ETF), and FMP
6. Approaching need-based products to the client through financial planning
7. Accessing the portfolio risk according to changing market situation
8. Generating the revenue primarily through core products
