Bajaj Capital is conducting a walk-in drive for freshers/exp as Relationship Officer positions in Coimbatore location. This opportunity is open to all graduates. For more details regarding the walk-in interview, including the specific venue and timing, please refer to the additional sections provided.
Company Name: Bajaj Capital
Job Role: Relationship Officer
Experience: 2 – 7 Years
Qualification: Any Graduate
Job Type: Full Time
Job Location: Coimbatore
Salary: Rs.3,00,000/- to Rs.8,00,000/-
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Job Description:
Roles & Responsibilities
- Conduct daily sales calls with prospective clients to identify their financial needs.
- Provide suitable financial solutions and recommend investment schemes based on client requirements and goals.
- Follow up regularly with leads and engage them through broadcasts and relevant market updates.
- Expand the client database through new client acquisition and referrals from existing clients.
- Build and grow branch AUM (Assets Under Management) and AUA (Assets Under Advisory).
- Review and diversify existing client portfolios periodically and provide appropriate investment guidance.
- Help clients achieve their financial goals through various financial products.
- Cross-sell products to existing clients and keep them informed about primary and secondary market trends.
- Stay updated on all products, schemes, and solutions by attending regular training sessions.
- Share research reports, market updates, and organizational communications with clients.
- Conduct marketing activities in coordination with regional marketing and product teams to generate quality leads.
Desired Candidate Profile
- Strong knowledge of financial products including Mutual Funds, Life Insurance, General Insurance, Fixed Income, Bonds, Fixed Deposits, and Home Loans.
- Good understanding of Wealth Management and Portfolio Management.
- Ability to assess clients’ risk appetite and recommend suitable investment solutions.
- Sound knowledge of Financial Planning and Investment Advisory.
- Good understanding of financial markets, industry trends, and competitor offerings.
- Strong communication, relationship management, and client servicing skills.
- Ability to provide reliable and need-based financial advice.
Walk-in Details:
Walk-in Date: 24th to 25th July 2026
Time: 10.00 AM – 5.30 PM
Interview Address:
BAJAJ CAPITAL LTD,
NO. 575, D.B. Road,
First Floor (Near Head Post Office) R.S. Puram,
Coimbatore – 641 002.
Contact – ALIYA THAHA ( 9597947542 )
About Bajaj Capital:
Bajaj Capital is one of India’s premier investment services and wealth management companies, established in 1964. It specializes in financial planning, offering services like mutual funds, insurance (life and general), fixed income products, and retirement planning to individuals and NRIs. It operates a “Phygital” model with over 300 touchpoints across India.