Proficient in organization’s balance sheet analysis; "Bajaj Capital") is India's premier "Investment Services" Company, with nearly 50 years of experience in helping people protect and grow their wealth. 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. So if you happen to relocate, there will be a nearby Bajaj Capital office with the same standard of service. Bajaj Capital is a distributor of financial products and is remunerated by the… Show more Proficient in organization’s balance sheet analysis; "Bajaj Capital") is India's premier "Investment Services" Company, with nearly 50 years of experience in helping people protect and grow their wealth. 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. So if you happen to relocate, there will be a nearby Bajaj Capital office with the same standard of service. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. Bajaj Capital is not an Investment Adviser or Financial Planners.Roles and Responsibilities; Responsible for financial advisory through the process of Financial Planning and to ensure revenue targets across products are met consistently.Penetration of all products including Mutual Funds, Insurance, Equity,etc. in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail.Acquiring and building relationship with Retail/HNI clients and handling and reviewing their portfoliosPortfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios Show less