Relationship Executive
Bajaj Capital
Chandigarh, Dehradun, Delhi / NCRFresher1h agovia Naukri
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
Requirements & Tech Stack
- Sales
- Wealth Management
- Mutual Funds
- Insurance
- Client Relationship
- Lead Generation
- Cross-selling
- Financial Planning
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
- 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).