Job Title: Client Relationship OfficerLocation: Lucknow & Kapurthala CTC: ₹12,000 – ₹18,000 per month + Incentives & Bonus + Conveyance Job Type: Full-Time Experience: Freshers & Experienced candidates can apply Gender Preference: Male & Female both Job Description:We are looking for enthusiastic and customer-focused Client Relationship Officers to join our team in Lucknow and Kapurthala. The role involves building and maintaining strong client relationships, addressing customer queries, and ensuring a positive client experience. Key Responsibilities:Interact with clients to understand their needs and provide appropriate solutions Maintain regular communication to ensure client satisfaction Resolve customer concerns and queries effectively and promptly Support sales and service teams in achieving customer-related goals Maintain proper records of client interactions and follow-ups Promote company services and offers to clients when required Candidate Requirements:Good communication and interpersonal skills Customer-focused approach with a positive attitude Ability to manage and resolve client issues efficiently Basic computer knowledge is preferred Willingness to learn and grow in a client-facing role Interview Details:Interview Location: Call to schedule Contact Person: Mohammad Sharique 📞 Phone: 8176063503

Job Title: Client Relationship OfficerLocation: Lucknow & Kapurthala CTC: ₹12,000 – ₹18,000 per month + Incentives & Bonus + Conveyance Job Type: Full-Time Experience: Freshers & Experienced candidates can apply Gender Preference: Male & Female both Job Description:We are looking for enthusiastic and customer-focused Client Relationship Officers to join our team in Lucknow and Kapurthala. The role involves building and maintaining strong client relationships, addressing customer queries, and ensuring a positive client experience. Key Responsibilities:Interact with clients to understand their needs and provide appropriate solutions Maintain regular communication to ensure client satisfaction Resolve customer concerns and queries effectively and promptly Support sales and service teams in achieving customer-related goals Maintain proper records of client interactions and follow-ups Promote company services and offers to clients when required Candidate Requirements:Good communication and interpersonal skills Customer-focused approach with a positive attitude Ability to manage and resolve client issues efficiently Basic computer knowledge is preferred Willingness to learn and grow in a client-facing role Interview Details:Interview Location: Call to schedule Contact Person: Mohammad Sharique 📞 Phone: 8176063503

We are looking for Young and energetic Relationship Manager/Sr Relationship Manager for Bangalore location. Salary is not a constraint for right candidates. Interested aspirants can share CV to sharanya.s@bajajcapital.com. Job Description - 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 - Bangalore

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Job Description - Designation - Unit Head(VP/AVP) Proven work experience as a team leader role. 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: Leadership quality 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- Lucknow/ Jaipur/ Ahemdabad Please share your resume on sonam.singh@bajajcapital.com Regards Sonam Singh Talent Acquisition

Role & responsibilities Job Description 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Preferred candidate profile Candidate with Excellent communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum 0.6 -2 years 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals 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 Preferred 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 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' Best Regards Priyanshi

Job Title: Survey Sales Executive Walk-In Drive Date: 19th June Preferred Candidates: Only Male Candidates Qualification Required: 12th Pass & Above Compensation: Take Home Salary: ₹15,000/month Incentives: Performance-based Travelling Conveyance: Provided Job Location: 501, 5th Floor, Sagar Plaza Building, Laxmi Nagar Commercial District Centre, Near V3S Mall, Delhi Key Responsibilities: Conduct field surveys and promote company services Interact with potential clients to explain product offerings Achieve assigned sales targets Maintain accurate records of client interactions and feedback Travel to designated locations as per business requirements HR Contact: Name: Arti Mobile: 9717755791 Email: arti.kumari1@bajajcapital.com

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

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

Job Title: Field Marketing Executive (Data Collection) CTC: Up to ₹16,500 per month Qualification: 12th Pass and Above Age Limit: 19 to 28 years Location: Bareilly Job Responsibilities: Conduct on-ground data collection from targeted locations or individuals Interact with potential customers and gather relevant information Ensure accuracy and completeness of collected data Submit daily reports to the reporting manager Maintain a professional and courteous approach while interacting with the public Eligibility Criteria: Must be comfortable with field work Good communication and interpersonal skills Self-motivated and target-oriented Interview Venue: Bajaj Capital B Square Building, First Floor, Above Federal Bank, Opposite DM House, Civil Lines, Bareilly Contact HR: Nityanand 📞 8853900715 ✉️ nityanand.chaurasia@bajajcapital.com

Job Title: Senior Sales Intern Senior Marketing Intern Senior Tele Intern Location: Una, Himachal Pradesh Company: Bajaj Capital Insurance Broking Ltd Salary: ₹12,000 – ₹16,000 (Take Home) Incentives: Attractive performance-based incentives Eligibility: Qualification: 12th Pass & Above (Preference for Hindi-speaking candidates) Gender: Male & Female both can apply Experience: Freshers and experienced candidates are welcome Job Role & Responsibilities: Promote and sell financial products and services Handle customer interactions via calls and in-person meetings Assist in marketing campaigns and outreach programs Maintain client records and follow-up for business development Meet daily/weekly targets set by the manager Skills Required: Good communication and interpersonal skills Willingness to learn and grow in a sales/marketing environment Basic understanding of sales and customer service preferred Interview Venue: Bajaj Capital Insurance Broking Ltd Ajit Tower, Adjoining Vishal Mega Mart, Old Hoshiarpur Road, Una (HP) Contact Person: Sr. Manager – Sanjay 📞 7018465232

Job Title: Sr. Marketing Officer Location: Surat (Preferred within 10 km of Mota Varachha) CTC: Up to ₹18,500 per month Job Type: Full-Time Gender Preference: Male Candidates Only Qualification: 10th / 12th / Graduation Job Responsibilities: Execute field marketing and promotional activities Engage with potential customers to generate leads Promote company products and services in the local market Build and maintain strong customer relationships Submit daily reports and achieve assigned targets Requirements: Good communication and presentation skills Willingness to work in the field Target-driven and self-motivated Office Address: 318, 4th Floor, Lift No. 3 Raghuveer Shoppers, Near Lajamni Chowk, Mota Varachha, Surat – 394101 Contact HR: Venish Panchal 📞 9909020360 ✉️ panchal.venishkumar@bajajcapital.com

Local candidates preferred - MALE ONLY Job Title: Office Admin & Operations Location: Danapur, Patna Company: Bajaj Capital Insurance Broking Ltd. CTC: Up to18k Type: Full-Time (On-site) Role Overview: Looking for a smart and organized individual to manage office administration, support HR tasks, and assist in branch operations at our Danapur office. Key Responsibilities: Manage daily office operations, supplies & vendor coordination Assist in HR activities: attendance, joining formalities, basic payroll inputs Support back-office operations: policy documentation, MIS reporting Maintain employee & compliance records Requirements: Graduate in any stream 0-1years experience in admin & operations (freshers can apply) Good communication & MS Office skills Local candidates preferred Apply at: rupesh.jha@bajajcapital.com Location: Danapur, Patna

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 Contact Person : Pawan Kumar Prasad

Field Marketing Executive (Data Collection) CTC :- Upto18500 CTC Qualification:- 12th and above Age - 18 to 30 Location :- Bhubaneswar Interview Address : Add above Patanjali showroom opp BMC Gautam nagar Bhubaneswar Ashish Verma 7979992513 ashishv@bajajcapital.com

🚀 We’re Hiring: HR Intern – Talent Hunting, Recruitment & Team Collaboration 📍 Location: Bangalore (Work from Office) 🧑‍💼 Role Overview: We are looking for a passionate HR Intern to join our dynamic HR team. If you're someone who loves finding talent, enjoys teamwork, and wants real-world HR experience — this opportunity is for you! 🔍 Responsibilities: Assist in end-to-end recruitment & talent acquisition Screen resumes, schedule interviews, and coordinate with candidates Work closely with HR and business teams to understand hiring needs Support in building recruitment strategies and pipelines Collaborate with team members on HR initiatives and events 🎓 Requirements: Gender: Male (with Bike for commuting) Education: Any Graduate (HR background preferred) Languages: Kannada, Telugu & English (Preferred) 🎁 Perks You’ll Love: ✅ Work from Office & Flexible Working Environment ✅ Stipend: ₹15,000 – ₹20,000 ✅ Internship Certificate ✅ Real-World HR Experience ✅ Continuous Learning & Mentorship 💬 Ready to Kickstart Your HR Career? If you're driven, enthusiastic, and eager to grow — we want you on our team! 📧 Send your resume to: shaik.haffizulla@bajajcapital.com 📞 Call/WhatsApp: 9866799040

📢 Urgent Hiring – Sr. Operations Executive 📍 Location: Bajaj Capital, Opp. St. Carens School, Pragati Tower, 3rd Floor, Saguna More, Patna 🧑‍💼 Designation: Sr. Operations Executive 💰 CTC: Up to ₹19,000 per month 🎓 Qualification: Graduation (Mandatory) 🧑 Gender Requirement: Male Candidates Only 📌 Job Role: Handling day-to-day operational tasks and backend processes Coordinating with clients and internal teams Managing documents, data entry, and reporting Supporting the sales and customer service teams as needed Ensuring compliance with company policies and operational standards 📞 Contact Details: Contact Person: Pankaj Kumar 📱 Mobile: 8897351277 📧 Email: pankaj.kumar@bajajcapital.com

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'

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . 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 Preferred candidate profile