Relationship Executive

Bajaj Capital; Chandigarh, Dehradun, Delhi; On-site; INR 152,000 - 182,000; Full time

Benefits offered by this job

Conveyance reimbursement

Mobile reimbursement

Uncapped incentives

Domestic and international trips

Job summary

Bajaj Capital Ltd. is seeking a Relationship Executive Wealth Management (Retail Sales) fresher for a 4-month internship with on-roll from month 5. The role focuses on acquiring new clients, deepening existing relationships, and offering tailored financial planning solutions.

Training and handholding are provided during the internship period. The position requires Post-Graduate freshers in commerce/finance/banking/marketing, strong communication in Hindi/English/local language, and willingness

Qualifications

• Post-Graduate freshers in Commerce, Finance, Banking, Marketing or related field preferred.
• Comfortable with sales targets and client meetings.
• Good communication in Hindi, English and local language.
• Interest in Mutual Funds, Insurance and Investments.
• Willing to be posted at any branch; has own conveyance.

Responsibilities

• Acquire new clients through calls, networking, walk-ins and referrals.
• Understand client financial needs and recommend suitable products: Mutual Funds, Life & General Insurance, Fixed Income and more.
• Build long-term client relationships and grow the branch’s AUM and revenue.
• Cross-sell products and keep clients updated on schemes, NFOs and market trends.
• Complete client KYC and documentation accurately, following compliance guidelines.
• Share daily business reports with the branch team.

Skills

Client relationships

Lead generation

Cross-selling

Financial planning

Fresher

Education

Post-Graduate (Commerce/Finance/Banking/Marketing)

Job description

Job Title: Relationship Executive Wealth Management (Retail Sales) | Freshers

Company: Bajaj Capital Ltd.
Location: Pan-India (as per branch requirement)
Department: Retail Sales
Employment Type: 4-month Internship/OJT, then On-Roll from the 5th month (subject to performance)

Compensation

• Internship (Months 1-4): 15,000 fixed stipend per month
• On rolls (from Month 5): 5 Lacs p.a. CTC, subject to performance deliverables
• Conveyance & mobile reimbursement over and above CTC
• Uncapped incentives (WYOC - Write Your Own Cheque), contests, rewards, and domestic and international trips

Role Overview

A front-line retail sales role focused on acquiring new clients, deepening engagement with existing clients, and offering financial planning solutions aligned to their goals and risk appetite. Includes virtual training and on-the-job handholding in the first 4 months.

Key Responsibilities

• Acquire new clients through calls, networking, walk-ins and referrals
• Understand client financial needs and recommend suitable products: Mutual Funds, Life & General Insurance, Fixed Income and more
• Build long-term client relationships and grow the branch’s AUM and revenue
• Cross-sell products and keep clients updated on schemes, NFOs and market trends
• Complete client KYC and documentation accurately, following compliance guidelines
• Share daily business reports with the branch team

Eligibility

• Post-Graduate freshers (Commerce, Finance, Banking, Marketing or related field preferred)
• Comfortable with sales targets and client meetings
• Good communication in Hindi, English and the local language
• Interest in Mutual Funds, Insurance and Investments
• Willing to be posted at any branch; has own conveyance

Note

This is a target-based sales role. On-roll conversion requires satisfactory performance, training completion, and mandatory certification (NISM Series V-A / IRDAI).

Keywords/Skills

Sales, Wealth Management, Mutual Funds, Insurance, Client Relationship, Lead Generation, Cross-selling, Financial Planning, Fresher

Selection Process

Step 1 - CV Shortlisting Step 2-Good Fit Assessment Test Step 3- FinalPI Interview - Virtual Round & final round at branch with Branch Manager & Panel by BCL.