We are hiring 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗰𝗼𝘂𝗻𝘀𝗲𝗹𝗹𝗼𝗿'𝘀 for the 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗗𝗶𝘃𝗶𝘀𝗶𝗼𝗻 Of 𝗕𝗮𝗷𝗮𝗷 𝗖𝗮𝗽𝗶𝘁𝗮𝗹. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 - Min 2 Years 𝗖𝗼𝗿𝗲 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀 - Mutual Funds, NPS ( National Pension system), Corporate FD, Insurance. 𝗢𝗽𝗲𝗻 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻𝘀- Gurgaon, Delhi, Mumbai, Bangalore & Chennai. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝘄𝗶𝗹𝗹 𝗱𝗼:- - Help people plan for their life after retirement. - Understand their financial goal and suggest the right mix of products. - Should have hands on experience in Client Aquisition, cross selling and managing large portfolios. - Meet sales targets while ensuring good client service. - Experience in Financial Planning/ Advisory or sales is imp. - Build strong relationship and provide regular portfolio updates. - Must know wide range of Financial products across investment and insurance solutions. - Bonus if you hold certifications like CFP, NISM or IRDA. Interested candidates can share their CVs directly on ashwarya.singh@bajajcapital.com Show more Show less
Dear Candidate, Opening in Bajaj Capital Ltd. for the post of Relationship Manager. The Bajaj Capital Group is one of Indias premier Investment Advisory and Financial Planning companies. We are also SEBI-approved Category I Merchant Bankers. We offer personalized Investment Advisory and Financial Planning services to individual investors, corporate houses, institutional investors, Non-Resident Indians (NRIs) and High Networth Clients, among others. Bajaj Capital La Premier Group was created to cater to the needs of High Networth Individuals. It is a specialized group comprising handpicked professionals that provides exclusive and world-class management services to a select group of client Job Profile Incumbents will be responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently. 2 Penetration of all products including Mutual Funds(,Major product), Insurance(LI GI), FD, Bonds, IPO s, in all clientportfolios and to Identify opportunities to cross-sell deep-sell by profiling clients in detail. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer s 360 degree financial needs and fulfil with appropriate products. Desired Candidate Profile Apart from qualities mentioned above candidate should have high desire to excel in this field. Candidate should have his Own Conveyance (will be reimbursed). Qualification- Graduate or MBA (Both can apply). Show more Show less
Company Description Bajaj Capital Ltd. is a trusted financial services provider with over 60 years of experience in helping clients protect and grow their wealth. The company offers a diverse range of financial products and solutions tailored to meet individual needs. Bajaj Capital values lifetime client relationships and strives to provide value through its team of dedicated professionals. Role Description This is a full-time on-site role for a Senior Relationship Manager located in Kochi. The Senior Relationship Manager will be responsible for developing and maintaining client relationships, providing financial advice, and promoting financial products and services. This role involves day-to-day client interactions and working closely with the sales team to achieve business objectives. Qualifications Strong communication and interpersonal skills Knowledge of financial products and services Experience in client relationship management Sales and negotiation skills Ability to work in a fast-paced environment Bachelor's degree in Finance, Business, or related field Certifications such as CFP or CFA are a plus Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi, Noida, Lucknow,Pune Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Mumbai, Kolkata, Bangalore Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Company Description BajajCapital Ltd. is a reputable financial services company with over 60 years of experience in the Indian capital market. We provide diverse financial solutions to help individuals protect and grow their wealth. Our team is committed to providing value-based solutions and building lifetime client relationships through our expertise and mentorship. Role Description This is a full-time on-site role for a Sales Specialist located in Mumbai. The Sales Specialist will be responsible for communication, customer service, sales, training, and sales management tasks to promote and sell various financial products via b2B chhanel. The candidate must be having knowledge in Insurance sector. Qualifications Excellent communication and customer service skills Experience in sales and sales management Training skills to mentor and develop sales team Knowledge of financial products and market trends Strong negotiation and relationship-building abilities Bachelor's degree in Business Administration, Finance, or related field Previous experience in the financial services industry is a plus Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Mumbai, Kolkata, Bangalore Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi, Pune, Hyderabad, Lucknow Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Job description Job Description:- Sourcing the Suitable candidate from various Sources. Effectively using various Job portal & Social media platform Creating 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 & ATS Meeting the TAT of hiring. Achieving monthly offers & Joining numbers Job requirements- Should have Excellent Communication skill Should possess influencing & negotiating skills with an analytical framework in place Ability to deliver in target driven frame work Should have good head hunting & Sourcing skills Self-motivated, Positive attitude Ambitious & Result oriented approach as essential attribute. Note - Candidate from BFSI & NBFC with experience in Bulk hiring will only be preferred Show more Show less
Job posted on Location N/A Functional N/A Department N/A Designation N/A Entity N/A Business Unit N/A Number of Position(s) N/A Openings Valid Till Company Description Job Description Show more Show less
Job posted on Location N/A Functional N/A Department N/A Designation N/A Entity N/A Business Unit N/A Number of Position(s) N/A Openings Valid Till Company Description Job Description Show more Show less
The ideal candidate is a competitive self-starter that thrives in a fast-paced environment. You must be comfortable making dozens of calls per day, working with partners, generating interest, qualifying prospects, and closing sales. Responsibilities -Identification of PSU’s, Corporates, Govt Organizations, etc. -Comprehensive stakeholder mapping and its regular update. -Strategize connecting with the targeted companies/organizations -Introducing the concept of Total Well being and how Bajaj Capital is eminently suited for that. -Selling the services of Total Wellbeing with a focus on Client satisfaction, relationship building. -Hand hold internal frontline and client facing managers in the execution of the plans. -Maintaining and strengthening the relationship with existing client organizations. -Effective interface with all internal stakeholders. Qualifications Bachelor's degree or equivalent experience in Business At least 1 - 3 years' of sales experience Excellent written and verbal communication skills Ability to multi-task, organize, and prioritize work Show more Show less
Company Description BajajCapital Ltd. is a leading financial services provider with over 60 years of experience in the Indian capital market. We offer need-based solutions at the right value to help clients protect and grow their wealth. Our diverse range of financial products and high-quality mentorship aim to make our clients financially successful. Role Description This is a full-time on-site role for a Corporate Wealth Relationship Manager located in Pune. The Corporate Wealth Relationship Manager will be responsible for managing corporate relationships, business relationship management, communication, finance, and sales activities on a day-to-day basis. Qualifications Corporate Relations and Business Relationship Management skills Strong Communication skills Finance and Sales skills Excellent interpersonal skills and ability to build and maintain relationships Proven track record of meeting sales targets and exceeding expectations Must have experience of 2-5 yrs in banking/Insurance/Wealth Management Products. Knowledge of financial products and services Bachelor's degree in Finance, Business Administration, or related field. Share your CV: sagar.shegokar@bajajcapital.com Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi, Pune, Hyderabad, Lucknow, Chennai Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Mumbai, Bangalore, Kolkata Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Mumbai, Bangalore, Kolkata Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav .Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
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 center To make minimum 60 number of calls in a day Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi, Pune, Hyderabad, Lucknow, Chennai Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav .Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less
Job Description Designation Client Relationship Executive / Officer ( No Field Job) Qualification Graduation/ MBA To meet incoming venue clients and analyze their financial planning needs. To present financial product presentation to clients based on their requirement and suggest best product and convince client on same. To collect policy related documents and cheque from clients and submitt same to venue incharge. To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc. To cross sell and upsell financial products to existing customer. Qualifications Graduation Any Additional Information Fresher Show more Show less
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. 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 Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability 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 Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Mumbai, Bangalore, Kolkata Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav .Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition Show more Show less