Working for Bajaj Capital. What advise to give a HNI client?

Hi, vivek sir
thanks for answering my queries
as you mentioned in 2nd video of CPFA course
that write down on paper the services you provide to your client.
sir i am associate of bajaj capital
i don't have name of my own firm
so what should i write on top of the page
my name/bajaj capital/create a new name of my firm?

1 Answer(s)


If you are working with Bajaj Capital you are supposed to use their name only.