Relationship Executive
Bajaj Capital is hiring Relationship Executives for retail wealth management sales in Delhi, with 25 openings on this listing. The internship pays a fixed 15,000 per month for 4 months, and on-roll pay of 5 Lacs p.a. CTC can follow from the 5th month, subject to performance.
About the employer
- Open roles we track from them
- 2
Bajaj Capital is hiring for several roles, so this is not its only opening. Its company rating is 3.5 from 1690 reviews, which gives you a modest sample to read alongside this listing.
What the work involves
This is a client-facing sales position. The aim is to bring in new clients, work more closely with existing ones, and suggest financial plans that match each client's goals and risk appetite. The first 4 months include virtual training and on-the-job guidance. The post describes the work onsite.
- Find new clients through calls, networking, walk-ins and referrals.
- Understand what a client needs financially and recommend suitable products, including mutual funds, life and general insurance, fixed income and others.
- Maintain lasting relationships with clients, with the branch's AUM and revenue growth as the goal.
- Cross-sell products and keep clients informed about schemes, NFOs and market trends.
- Complete client KYC and paperwork accurately, within compliance guidelines.
- Send daily business reports to the branch team.
Opens WhatsApp. Hopin sends you the application link for this role.
Who can apply and what to plan for
- Education: post-graduate freshers. Commerce, finance, banking, marketing or related fields are preferred. Experience range is 0 to 1 years.
- Languages: good communication in Hindi, English and the local language.
- Attitude to the work: comfortable with sales targets and client meetings, and interested in mutual funds, insurance and investments.
- Location: this listing is for Delhi, but the post says branch postings follow requirement, so you should be willing to work at any branch. You also need your own conveyance.
The post calls this a target-based role. Moving on-roll after the internship depends on satisfactory performance, finishing training and a mandatory certification (NISM Series V-A / IRDAI). Conveyance and mobile reimbursement come on top of CTC, and incentives are uncapped.
How to prepare
- Read up on mutual funds, insurance and fixed income basics. It helps to explain each in plain words, since you would be advising clients on them.
- Practise talking about money in Hindi, English and your local language, because the role asks for all three.
- Get comfortable with outreach by calls, walk-ins and referrals. Prepare a short example of persuading someone or building a network.
- Be ready for the hiring steps: CV shortlisting, a fit assessment test, then a virtual interview and a final round at the branch with the branch manager and a panel.
- Look up the NISM Series V-A and IRDAI certifications early, since on-roll conversion depends on them.
Other roles in Delhi
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- Openings in this role
- 25
Hopin is tracking a fair number of similar roles in Delhi. It is worth comparing a few on stipend, targets and training before you choose where to apply.
Skills in demand
- Retail sales
- Business development
- Field sales
- B2C
- Sales
- B2C Sales
- Relationship
- Field
- English Proficiency (Spoken) 13%
- Marketing 13%
- Effective Communication 11%
- Presales 10%
Sales and business development appear both in this posting and among the skills most asked across similar roles. Similar roles also often ask for spoken English, effective communication, marketing and presales, and this post's eligibility stresses communication in three languages.
Screening result
- Passed Hopin's scam screen
- Company rated 3.5 by 1690 employees
This listing passed Hopin's scam screen and was posted as a job listing. Still read the pay structure and the performance conditions for on-roll conversion before you apply.
Questions people ask about this role
How much does the Relationship Executive role pay?
The internship stipend is a fixed 15,000 per month for months 1 to 4. From month 5, on-roll pay is 5 Lacs p.a. CTC, subject to performance deliverables. Conveyance and mobile reimbursement come over and above CTC, and incentives are uncapped.
Do I need experience to apply?
No. The post asks for post-graduate freshers, and the experience range is 0 to 1 years. Commerce, finance, banking, marketing or related backgrounds are preferred.
Does the internship lead to a permanent job?
It can. On-roll status from the 5th month depends on satisfactory performance, completing training and the mandatory NISM Series V-A / IRDAI certification.
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