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
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