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Relationship Manager - Direct Channel B2C

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Deadline: 18/08/2026

Opportunity brief

Bajaj Capital Limited is hiring for Relationship Manager - Direct Channel B2C!

About the Company

Bajaj Capital Limited is a leading financial services company specializing in investment products. We are dedicated to helping our clients achieve their financial goals through expert advice and a wide range of offerings including Mutual Funds, Bonds, Fixed Deposits, and various Insurance products.

Responsibilities

  • Manage and grow relationships with clients in the Direct Channel B2C segment.
  • Advise clients on a diverse portfolio of investment products including Mutual Funds, Bonds, Fixed Deposits, and all types of Insurance products.
  • Identify client needs and provide tailored financial solutions.
  • Achieve sales targets and contribute to the growth of the direct channel.
  • Stay updated with market trends and product knowledge to provide accurate and timely advice.

Requirements

  • Minimum of 3 years of experience in selling investment products such as Mutual Funds, Bonds, Fixed Deposits, and Insurance products.
  • Proven track record in a direct channel B2C sales environment.
  • Strong understanding of financial markets and investment instruments.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to build and maintain strong client relationships.
  • Bachelor's degree in Finance, Business Administration, or a related field is preferred.

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