Relationship Executive (North)
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