Relationship Executive (North)

Goodfit; Inde; Sur place; INR 450 000 - 550 000; Plein temps

Avantages offerts par ce poste

Conveyance reimbursement

Mobile reimbursement

Uncapped incentives

Domestic and international trips

Contests & rewards

Résumé du poste

Bajaj Capital Ltd. is seeking a Relationship Executive – Wealth Management (Retail Sales) with fresh graduate status for Pan-India deployment. The role involves acquiring clients, suggesting financial planning solutions, and building lasting relationships.

Four months of virtual training precede on-roll conversion, with targets and certification requirements. The internship offers ₹15,000 monthly for months 1–4, then ₹5 Lacs per annum CTC from month 5, plus conveyance and mobile reimbursement,

Qualifications

• Post-Graduate freshers (Commerce, Finance, Banking, Marketing or related field preferred).
• Comfortable with sales targets and client meetings.
• Excellent communication in Hindi, English and the local language.
• Willing to be posted at any branch; has own conveyance.
• Mandatory certification after training: NISM Series V-A / IRDAI.

Responsabilités

• 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.

Connaissances

Sales

Wealth Management

Mutual Funds

Insurance

Client Relationship

Lead Generation

Cross-selling

Financial Planning

Fresher

Formation

Post-Graduate in Commerce/Finance/Banking/Marketing

Description du poste

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
• 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