Bajaj Capital Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

Company Name: Bajaj Capital LtdAbout Company:Being one of India's premier investment companies, we found our purpose in helping people protect & grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs) & High Net worth clients, among others.Over the last 58 years, we have secured more futures & helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.Job Description:Role: Assistant Manager/ Manager/ Sr. ManagerCTC: Negotiable Experience: Above 1 yr.Location: BangaloreFunctional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent.Education: Any Graduate.Notice period: Most preferred for 15 days / 1 month.Note- Must have experience into Direct sales (insurance/mutual fund).Roles and Responsibility: Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client. Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability. Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit. Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation.Preferred candidate profile:Desired Candidate Profile- Candidate Should have minimum 1 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.Interested candidate Please share your CV to email id on harini.sree@bajajcapital.com or can WhatsApp your CV 6381629673 for immediate response.

We are looking for an experienced *Assistant Manager-Business HR* (70% Talent Acquisition&30% Generalist) to help our company find and retain excellent employees based at of Bangalore location.You will be entrusted with an ongoing quest to discover talent, build a strong employment brand and ensure great relationships with both candidates and employees. Preferred industry is Insurance/Wealth Management/ NBFC /Consultant background. MBA is preferred 2 to 5 years of exp is preferred.Female is preferred.Interested candidates can share CV to saranya.n@bajajcapital.com or WhatsApp CV on 7639158626. Role Include:Develop talent acquisition strategies and hiring plansLead employment branding initiatives and activities perform sourcing to fill open positions and anticipate future needs.Plan and conduct recruitment and selection processes (interviews, screening calls etc.)Take steps to ensure positive candidate experienceAssist in employee retention and development.She has to take care of entire AP and Telangana state hiring &HR operations. . Requirements & Skills - Experience in full-cycle recruiting, sourcing and employment branding Understanding of all selection methods and techniques Proficient in the use of social media and job boards Willingness to understand the duties and competencies of different roles Working knowledge of Applicant Tracking Systems (ATS) and databases Excellent communicator Well-organized A leader and strategic thinker

To generate leads by making outbound cold calling To inform prospective clients about our company and the presentation program and invite them at local IPC. To manage leads properly i.e. all hot leads generated for the Insurance Planning centre. To make minimum 60 number of calls in a day

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Hyderabad Interested candidate For profile confirmation Please share your CV to email id on harini.sree@bajajcapital.com or WhatsApp your CV - 6381629673 for immediate response. JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager . CTC: It s not constrain for right candidate (Its Negotiable). Experience: 1 to 6 Yrs and above. Location: Hyderabad (Gachibowli) Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 6 Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.

Job descriptionRoles and ResponsibilitiesMeet or exceed monthly targets set by the organization.Develop strong relationships with existing clients to increase wallet share and product penetration.Identify opportunities for upselling/cross-selling various third-party products like NISM certified investment products.Provide comprehensive financial planning solutions to clients by offering products such as Life Insurance, General Insurance, Health Insurance, Motor Insurance, Mutual Funds Sales, Fixed Deposits, Financial Planning & Retirement Planning.Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients through direct sales, cross-selling, and referrals.Required Candidate profile1. Candidate with good communication skills.2. Good Experience in Financial Planning, Investment Advisory, Wealth Management forminimum 1 year +3. Pleasing Personality4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage.Location- Lucknow, Pryagraj, Varanasi, Kanpur & AgraCTC- 4 Lpa- 8 lpaInterested Candidate can mail there resume toGaurav.Singh@bajajcapital.comRegardsGaurav SinghSr Associate Vice President- Talent Acquisition

Bajaj Capital Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.Wealth Manager Responsibilities:Advising clients on financial products and services.Buying and selling stock on behalf of the client.Managing investments.Conducting planning services.Providing tax planning services.Providing estate planning services.Wealth Manager Requirements:Degree in finance, economics, management, or related field.Previous experience in financial services.Must be analytical.Able to understand complex information.Strong mathematical skills.Confidence.Good presentation skills.Location: Chennai/Gurgaon/KolkataPrimary Skill: Must have knowledge in all wealth products

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the clients.Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)1st & 3rd Saturday off.Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

CTC- 3 LPA - 7 LPA (Salary is not a Constraint for Right Candidates) + Variable Pay + Contest Rewards + Fast Track Career Growth Job Description :-Designation - Relationship Manager / Senior Relationship Manager / Deputy Branch Head (Wealth Management)As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.You also counsel them on what their short-term and long-term goals are.Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.Location - Coimbatore, Madurai, Tirunelveli and other cities across Tamil NaduPlease share your resume on r.sharumathi@bajajcapital.com or WhatsApp +91 - 8220731236

Preferably IMMEDIATE JOINERSJob Description Designation - Relationship Manager (Wealth Management)As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.You also counsel them on what their short-term and long-term goals are.Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.CTC- 2 LPA - 7 LPAOther Perks : Attractive Incentives + Contest Rewards + Foreign TripsLocation - Coimbatore, Madurai and other locations across Tamil NaduPlease share your resume on r.sharumathi@bajajcapital.com or WhatsApp +91 - 8220731236

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the clients.Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)1st & 3rd Saturday off.Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com or jackline.shah@bajajcapital.com Contact Person : Pawan Kumar Prasad / Jackline Shah

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: Need Analysis Scheme Selection ¢ Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • • • • Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. • • • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. • • Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: • • • Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: • • Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • • Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • • Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company • Cost To Company: Negotiable Experience: Experience - 6 months to 7 years • •

Job Description -Designation - Relationship Manager/ Sr Relationship ManagerAs a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.You also counsel them on what their short-term and long-term goals are.Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.Increase client database by meeting new clients and taking referencesfrom the existing ones and hence build AUM and AUA for the branch.Review and diversify existing client portfolio on a regular basis and provide guidance accordinglyKnowledge:Product Knowledge have a detailed knowledge of all products related to LifeInsurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk andreward appetite and assist them to achieve their financial goals.Financial planning/ Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 3 lpa to 6.5 lpaLocation- Coimbatore, Madurai, Trichy, Karur, Tirunelveli, & SalemPlease share your resume on - r.sharumathi@bajajcapital.com

We are hiring for the Relationship manager ( Direct Channel)Location- Ahmedabad, Surat, NagpurRoles and ResponsibilitiesManage relationships with existing clients to identify their needs and provide tailored insurance solutions.Desired Candidate Profile1-6 years of experience in insurance sales or related field (direct sales/agency sales).Strong understanding of life insurance products and services offered by various companies.Ability to work independently with minimal supervision while meeting tight deadlines.Experience - 1 Yr to 6 Yrs ( Insurance Sales)Work - Insurance SalesSalary- 2.5LPA to 4.75LPAFeel free to Reach Sonali-7017918619sonali.sonkar@bajajcapital.com

We are hiring for the Relationship manager ( Direct Channel)Location- Ranchi & Jamshedpur Roles and Responsibilities Manage relationships with existing clients to identify their needs and provide tailored insurance solutions. Desired Candidate Profile 1-6 years of experience in insurance sales or related field (direct sales/agency sales). Strong understanding of life insurance products and services offered by various companies. Ability to work independently with minimal supervision while meeting tight deadlines.Experience - 1 Yr to 6 Yrs (Insurance Sales)Work - Insurance SalesSalary- 2.5LPA to 4.75LPAFeel free to ReachSonali-7017918619sonali.sonkar@bajajcapital.com

We are hiring for the Relationship manager ( Direct Channel)Location- Agra, Bareilly & Lucknow Roles and Responsibilities Manage relationships with existing clients to identify their needs and provide tailored insurance solutions. Desired Candidate Profile 1-6 years of experience in insurance sales or related field (direct sales/agency sales). Strong understanding of life insurance products and services offered by various companies. Ability to work independently with minimal supervision while meeting tight deadlines.Experience - 1 Yr to 6 Yrs (Insurance Sales)Work - Insurance SalesSalary- 2.5LPA to 4.75LPAFeel free to Reach Sonali-7017918619sonali.sonkar@bajajcapital.com

JD is as follows.Join Our Elite Wealth Management Team!Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact.Position: Corporate Wealth ManagerKey Responsibilities:Client Relationship ManagementBuild and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions.Wealth & Investment SolutionsProvide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans.Strategic Business DevelopmentIdentify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients.Corporate Financial PlanningOffer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability.Cross-Functional CollaborationWork closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients.Market Intelligence & AdvisoryStay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities.Client Retention & Service ExcellenceDeliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions.Risk Management & ComplianceAdhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.Why Join Us?Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture.If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights. Locations- Kolkata, Chennai, Bangalore, Hyderabad, Pune NoidaInterested Candidate can mail there resume toGaurav. Singh@bajajcapital.comRegardsGaurav SinghSr Assocaite Vice President - Talent Acquisition

Job Description -Designation - Relationship Manager/ Sr Relationship ManagerAs a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.You also counsel them on what their short-term and long-term goals are.Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.Increase client database by meeting new clients and taking referencesfrom the existing ones and hence build AUM and AUA for the branch.Review and diversify existing client portfolio on a regular basis and provide guidance accordinglyKnowledge:Product Knowledge have a detailed knowledge of all products related to LifeInsurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk andreward appetite and assist them to achieve their financial goals.Financial planning/ Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 3 LPA to 6.5 LPALocation- Chennai & BangalorePlease share your resume on - saranya.n@bajajcapital.com

Designation- Relationship Manager/ Sr Relationship ManagerJob descriptionConduct daily sales calling with prospective new clients and identify theirProvide and develop solutions and suggest schemes to clients basis their requirements andConduct timely and regular follow ups with the leads and tag them on broadcasts and newIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for theReview and diversify existing client portfolio on a regular basis and provide guidanceAchieve financial goals of the clients through various productUpdate and cross sell products to existing clients and update them about the primary and secondary market trends.Update self-regarding all schemes, products and solutions by regularly attendingShare regular communications with client regarding information, research and material of theConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation buildingCommunication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow Has good emotional stability and conscientiousness when dealing with achieving targets.Should always identify opportunities for greater profitCompliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentationTo have the best of the talent in our companyPrimary Skill: Must have knowledge in Life Insurance & MFLocation- Ahmedabad, Rajkot, Varoda, Nagpur,PuneCTC- 5 LPA- 9 LPA

Bajaj Capital Limited is looking for Retirement Planning Associate to join our dynamic team and embark on a rewarding career journey. Retirement Planning Associate is responsible for overseeing and optimizing retirement planning associate operations. This role involves strategic planning, team coordination, and execution of tasks to ensure efficiency and productivity. The incumbent will collaborate with stakeholders to align operations with business goals. Duties include monitoring performance, ensuring compliance with policies, and implementing best practices. Additionally, they will manage resources, resolve operational challenges, and contribute to continuous improvement initiatives. Strong analytical skills, leadership abilities, and industry knowledge are essential for success in this role.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the clients.Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)1st & 3rd Saturday off.Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.comContact Person : Kingsly Devanesan S

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the clients.Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)1st & 3rd Saturday off.Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.comContact Person : Kingsly Devanesan S

Job descriptionJob Description:-Sourcing the Suitable candidate from various Sources.Effectively using various Job portal & Social media platformCreating adequate pool of active as well as passive job seekers.Scheduling interviews across all the location.Co- Ordinating with stakeholder for smooth execution of process.Salary negotiation & Making job offers.Working on dashboard & ATSMeeting the TAT of hiring.Achieving monthly offers & Joining numbersJob requirements-Should have Excellent Communication skillShould possess influencing & negotiating skills with an analytical framework in placeAbility to deliver in target driven frame workShould have good head hunting & Sourcing skillsSelf-motivated, Positive attitude Ambitious & Result oriented approach as essential attribute.Note - Candidate from BFSI & NBFC with experience in Bulk hiring will only be prefered

Debt Investment Banking:Key Responsibilities End to end activities in debt raising for corporates Develop relationships with new and existing clients in order to expand the business Develop relationships with new and existing financial institutions to present the debt proposals Perform various valuation methodologies such as comparable companies, precedents, and DCF Perform due diligence, research, analysis, and documentation of live transactions. Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitch book Pitch debt proposals to financial institutions such as Banks, NBFCs and Funds Co-ordinate with financial institutions and client to successfully close the transactionRelevant Skills, Knowledge, and Experience: 2-3 years experience in debt syndication, investment banking, debt raising etc. Experience in developing proposals for debt raise MBA or equivalent education, training, and work-related experience Ability to work in a fast-paced, team-based environment with minimal supervision Working knowledge of deal structuring and closing principals Strong communication and networking skills Impeccable research, quantitative and analytical skills, especially in explaining market events Proven proficiency in Microsoft Office products, especially Microsoft Excel Ability to organize and track overlapping tasks and assignments, with frequent priority changes Strong financial modelling skills Location- GurugramCTC- 10 LPA- 18 LPAInterested Candidate can mail there resume toGaurav. Singh@bajajcapital.comRegardsGaurav SinghSr Associate Vice President - Talent Acquisition

Job descriptionConduct daily sales calling with prospective new clients and identify theirProvide and develop solutions and suggest schemes to clients basis their requirements andConduct timely and regular follow ups with the leads and tag them on broadcasts and newIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for theReview and diversify existing client portfolio on a regular basis and provide guidanceAchieve financial goals of the clients through various productUpdate and cross sell products to existing clients and update them about the primary and secondary market trends.Update self-regarding all schemes, products and solutions by regularly attendingShare regular communications with client regarding information, research and material of theConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation buildingCommunication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow Has good emotional stability and conscientiousness when dealing with achieving targets.Should always identify opportunities for greater profitCompliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentationTo have the best of the talent in our companyPrimary Skill: Must have knowledge in Life Insurance & MFLocation- Lucknow, Pryagraj, varanasi, Kanpur, agraInterested Candidates can mail there - Gaurav. Singh@bajajcapital.comRegardsGaurav SinghSr Associate Vice President- Talent Acquisition

JOB DESCRIPTION: Role : Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager/ Branch Manager. CTC: 2.5 Lpa to 8 Lpa. Experience: Above 1 yr . Location: Bangalore & Chennai. Industry Type: Investment Banking / Venture Capital / Private Equity. Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education : Any Graduate. Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund)

Roles and Responsibilities• Conduct daily sales calling with prospective new clients and identify their needs.• Provide and develop solutions and suggest schemes to clients basis their requirements and goal• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.• Achieve financial goals of the clients through various product line• Update and cross sell products to existing clients and update them about the primary and secondary market trends• Update self-regarding all schemes, products and solutions by regularly attending trainings• Share regular communications with client regarding information, research and material of the organization• Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leadsKnowledge:• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.• Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals• Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:• Social/Interpersonal Skills: have excellent socializing and relation building skills.• Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.• Should be a confident individual and must conduct and present themselves well in front of client• Analytical Skills: Is able to analyze the requirement of the client’s basis their financial goals and have strong logical and numerical ability• Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.• Should always identify opportunities for greater profit• Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation• To have the best of the talent in our company

JD is as follows.Join Our Elite Wealth Management Team!Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact.Position: Corporate Wealth ManagerKey Responsibilities:Client Relationship ManagementBuild and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions.Wealth & Investment SolutionsProvide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans.Strategic Business DevelopmentIdentify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients.Corporate Financial PlanningOffer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability.Cross-Functional CollaborationWork closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients.Market Intelligence & AdvisoryStay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities.Client Retention & Service ExcellenceDeliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions.Risk Management & ComplianceAdhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.Why Join Us?Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture.If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights. Locations- Kolkata, Chennai, Bangalore, Hyderabad, Pune NoidaInterested Candidate can mail there resume toSonam.singh@bajajcapital.com

Designation - Manager/ Sr Manager- Wealth ManagementAs a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.You also counsel them on what their short-term and long-term goals are.Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.Increase client database by meeting new clients and taking referencesfrom the existing ones and hence build AUM and AUA for the branch.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Knowledge:Product Knowledge have a detailed knowledge of all products related to LifeInsurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk andreward appetite and assist them to achieve their financial goals.Financial planning/ Investment Advisory have thorough financial and sectorknowledge as well knowledge of competitors, must provide sound and reliable advice to client.CTC- 7 Lpa- 15 lpaLocation- Delhi/NCR, Gurgaon, NoidaInterested Candidate can mail there resume to Gaurav .Singh@bajajcapital.comRegardsGaurav SinghSr Associate Vice President - Talent Acquisition

Job Description - Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolios on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding the organization's information, research and material. Desired Candidate Profile 1. Candidate with good communication skills.2. Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.3. Candidates with NISM - MF Advisory module Perks and Benefits Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year) Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com also WhatsApp on 9092930867

Job Description - Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolios on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding the organization's information, research and material. Desired Candidate Profile 1. Candidate with good communication skills.2. Good Experience in Financial Planning, Investment Advisory, Wealth Management with minimum 1 year experience.3. Candidates with NISM - MF Advisory module Perks and Benefits Incentives Monthly + Reimbursements + Domestic & International Trips + Rewards & Recognition + Fast track appraisal (Two appraisals in a year) Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com also WhatsApp on 9092930867

We are seeking a highly motivated and experienced financial services representative to join our team. The candidate will provide exceptional customer services, identify and capitalize opportunities, and build strong relationship with clients to drive business growth. Key Responsibilities: Provide expert financial guidance and advice to clients. Identify and pursue new business opportunities Build and maintain strong relationship with clients Collaborate with internal team to achieve business objectives.