Relationship Executive (South)

Goodfit; India; Remote; INR 450,000 - 550,000; Full time

Benefits offered by this job

Conveyance & mobile reimbursement

Uncapped incentives (WYOC)

Domestic and international trips

Job summary

Bajaj Capital Ltd. invites freshers to join as Relationship Executive – Wealth Management (Retail Sales). This internship offers hands-on training across mutual funds, insurance products, and fixed income, with performance-based progression to a full-timeOn-roll role from month five.

The role focuses on acquiring new clients, deepening existing relationships, and presenting financial planning solutions. Travel to branches nationwide may be required; strong Hindi/English and local language skills

Qualifications

• 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.

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

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

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).