🔔 FCM Loaded

Urgent Requirement- Financial Planner

Bajaj Capital Ltd

5 - 7 years

Gurugram

Posted: 28/12/2025

Getting a referral is 5x more effective than applying directly

Job Description

Designation- Financial Planner


Job Description

1. Regular Portfolio review of client

2. Preparing new portfolio of client

3. Assessing there risk & goals

4. Advising investment Instrument as per there need

5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD)

Desired Candidate profile- Candidate must have minimum 2 to 5 years of experience into Investment Advisory & Financial Planning

Location- Gurgaon & Nehru place


Interested Candidate can mail there resume to

Services you might be interested in

Improve Your Resume Today

Boost your chances with professional resume services!

Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.