Sales Intern (Digital SIP Acquisition & Client Onboarding)

Bajaj Capital; Gurugram District; On-site; INR 76,000 - 91,000; Part time

Benefits offered by this job

Internship Completion Certificate

PPO opportunity

Job summary

Bajaj Capital Ltd. invites graduates for a Sales Internship (Digital SIP Acquisition & Client Onboarding) at our Corporate Office in Gurugram. Join a structured program with 10:00 AM to 6:00 PM hours, 3–6 months duration, and a stipend of 7,500 per month. Freshers welcome; high performers may receive a PPO opportunity.

Role involves prospect outreach, SIP & mutual funds explanations, KYC support, CRM logging, and training toward NISM certification. Work-from-office environment with weekdays only.

Qualifications

• Graduates (mandatory), preferably in Finance.
• Freshers welcome; experienced candidates are highly preferable.

Responsibilities

• Connect with assigned prospects through calls and WhatsApp to understand basic investment needs.
• Explain SIPs and mutual funds and convert prospects into SIP clients using approved scripts.
• Assist clients with KYC, account opening, documentation and SIP registration through the digital onboarding process.
• Maintain timely follow-ups until SIP onboarding is complete.
• Identify prospects for additional investments or other financial products.
• Record calls, follow-ups and conversions in the CRM accurately.
• Complete product, process and compliance training with goal of NISM certification.
• Achieve daily activity targets and monthly SIP onboarding targets set by Team Lead.

Skills

Verbal communication (Hindi & English)

High-volume sales

Mutual funds knowledge

CRM usage

Follow-up discipline

WhatsApp proficiency

Willingness to learn

Education

Graduates (mandatory) preferably in Finance

Tools

WhatsApp

CRM

Job description

Greetings from Bajaj Capital Ltd.!

Bajaj Capital Ltd. is one of Indias leading financial services and wealth management organizations. We are looking to build a strong pipeline of young talent and would like to collaborate with your Institution for our Sales Internship (Digital SIP Acquisition & Client Onboarding) at our Corporate Office.

We would be glad if you could circulate this opportunity among your graduating and recently graduated students, preferably from Finance, Commerce or related disciplines.

Internship Details

• Role: Sales Intern (Digital SIP Acquisition & Client Onboarding) Joining Date: Immediate joiners preferred
• Location: Novus Tower, Gurugram (Corporate Office, Work From Office)
• Duration: Min 3 to 6 months
• Working Hours: 10:00 AM to 6:00 PM, Monday to Friday (alternate Saturdays off)
• Stipend: 7,500 per month Eligibility: Graduates (mandatory), preferably in Finance. Freshers are welcome to apply, but experienced candidates are highly preferable.

Key Responsibilities

• Connect with assigned prospects through calls and WhatsApp to understand their basic investment needs
• Explain SIPs and mutual funds in simple terms and convert interested, eligible prospects into SIP clients using approved scripts and guidelines
• Assist clients with KYC, account opening, documentation and SIP registration through the digital onboarding process
• Maintain timely, structured follow-ups until the SIP is successfully onboarded
• Identify prospects with potential for additional investments or other financial-product needs
• Complete a proper digital handover of onboarded clients to the next-level advisory team
• Record calls, follow-ups, dispositions and conversions accurately in the designated CRM
• Complete assigned product, process and compliance training, and work towards NISM certification
• Achieve daily activity targets and monthly SIP onboarding targets set by the Team Lead

Skills We Are Looking For

• Good verbal communication in Hindi and English
• Comfort with outbound calling and the ability to work in a high-volume sales environment
• Basic understanding of mutual funds, SIPs and financial concepts
• Follow-up discipline and a target-oriented mindset
• Comfort with WhatsApp, digital tools and basic CRM usage
• Willingness to learn and take feedback

What Interns Will Gain

• Practical exposure to digital SIP acquisition, client onboarding and the wealth journey
• Hands-on experience in prospect outreach, sales conversations and CRM management
• Structured product, process and compliance training, with support towards NISM certification
• Close mentoring and supervision from the Team Lead
• Internship Completion Certificate, subject to company policy
• A strong opportunity for a full-time role (PPO) based on performance

Selection Process

Step 1: CV Shortlisting | Step 2: Assessment / Interview | Step 3: Final Selection