Bajaj Capital Limited operates as an investment management company. The Company offers wealth management, tax savings, mutual fund, bonds, fixed deposits, pension systems, depository, and financial advisory services. Bajaj Capital serves customers in India.
Eligibility: Wealth Management - All courses, 3rd Years
Wealthpreneurs: Finance & Marketing - B.Com (H) & B.Com (P), 2nd years
Stipend: 10-15K
4.5-5.05 LPA
Duration: Wealth Management -
Hybrid - 2-3 Months
Online Training (Part-Time) - 2 Months
On-Job Training (Full Time) - 4 Months
Wealthpreneurs: Finance & Marketing - Hybrid (Full Time) 8-12 Weeks
Date of Commencement: Wealth Management -
Hybrid - Immediate Joining
Online Training (Part-Time) - Immediate Joining
On-Job Training (Full Time) - After Graduation
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Bajaj Capital
(On Campus)
Job Description:
Incentives:-
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Letter of Recommendation
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Letter of Completion
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Placement Offer (Performance-Based)
Selection Procedure:-
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Interview Rounds
Contact Details:
Stall Coordinator:- Jagrit Dhamija
Contact Number:- 9588574419
Email ID:- jagrit.svcpcell@gmail.com
Co-Stall Coordinator:- Vedansh Lamba
Contact Number:- 9873429551
Email ID:- vedansh.svcpcell@gmail.com
Profile Title: Wealth Management
Doing Risk Profiling of the client and on the basis of the same identifying client category.
Goal capturing to understand investment requirements and if the goals are not properly captured advise RM to do the needful.
To help build a financial plan for the client by capturing his data and ensuring that a proper financial plan is made for each client.
To review the portfolio of the client vis a vis his financial plan on a defined interval and share the same with RM for implementation.
To ensure longer retention of the clients by regularly engaging them through CRM, Conferences, webinars & through calls
Tracks client’s portfolios vis-a-vis benchmarks to ensure that their portfolios are performing better.
Make changes to the portfolios at regular intervals to ensure we can deliver better returns on the portfolio and as per the client’s instructions.
Study and restructure the current portfolio of the clients so that Sales RM is able to move it to better-performing assets
Skills Required:-
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Communication skills.
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Analytical skills.
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Ability to deal with stress and follow procedures.
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Strategic thinking
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Knowledge about Product
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Wealth/Portfolio Management Skills
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Knowledge of Financial Planning/Investment Advisory
Profile Title: Wealthpreneurs: Finance & Marketing
Prepare a working model & final plan of action & hence conduct those activities as a part of general public awareness/ Initiative to spread awareness on ‘Financial Well Being’ for prospects by identifying their needs. Provide & develop Financial portfolio & suggest solutions to prospects basis their requirements & financial goals. Learn, gain & update self regarding the rich learning in Wealth management avenues of Mutual funds, Life insurance, General insurance & overall financial planning, as imparted by the company. Spreading education & awareness in the society /masses by conducting Investors conferences / Webinars. Organize timely & regular Online connect with the prospect & to ensure a satisfactory approach & guidance throughout the association. Work on promoting various projects of Digital marketing, Corporate marketing & Retirement project of the company by putting best efforts & thus adding value to the assigned work. To establish a connection & to organize a Corporate presentation with the company & hence help prospects achieve financial goals through various solutions to choose from. Share regular communications with prospects regarding market trends, information, research & investment material of the company.
Skills Required:-
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Self Motivated
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Research and Analytical Skills
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Good interpersonal skills
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High professionalism
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Team Player