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Mandate Acquisition Format

Job Title* Management Trainee Job Location *Mumbai - 15 / Gujarat- 25 / Maharashtra- Nag, Nasik and Pune (15) Job Description* The incumbent would be responsible for handling the sales of various investment products like Mutual Funds, Insurance, Fixed Deposits, and Bonds etc. He or she needs to play the role of a Financial Planner & thereby promoting the concept of Financial Planning. Acquisition of new clients and understanding their financial goals. Making the Financial Plan & reviewing them at regular intervals. Consistent achievement of monthly targets. Providing services to the existing clients. Penetration of all products in all clients portfolios. Desired Candidate Profile: Excellent Communication Skills. Should be presentable. Basic understanding of the various investment products.

No. of Job openings*- Mumbai 15 nos / Gujarat- 25 nos / Maharashtra- Nagpur, Nasik and Pune -15 nos Salary Range* Internship Period: 3 months (On stipend) Gujarat stipend - 8K Maharashtra and Mumbai- 10K + Incentives + Mobile Reimbursement + Travel conveyance 2L to 3L p.a. approx. depending on the location after confirmation.


Functional Area: Sales Industry Type: Keywords: Specialization* Finance or Marketing Qualification* MMS Finance, MMS Marketing (Sales) Process of selection* - Aptitude Test, (Company Presentation)+ PI Joining Dates* Gender : NA Local or Out Station Candidates*: Local or ready to relocate Documents Required*- Hard Copy of CV Any other Criteria/conditions*: Provision of exam leaves* UG Qualifications**Candidates Photo (Y/N): N Campus or walk-in*: Campus drive Logistical requirement in case of Campus Drive*- N Company Profile*BAJAJ CAPITAL LTD. 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 Net worth Clients, among others. As one of India s largest distributors of financial products, we offer a wide range of investment products such as mutual funds, life and general insurance, bonds, post office schemes, etc. offered by reputed public and private and government organizations. - 5th or 6th till 10th March or 1st April

Contact Details* Company Name* - BAJAJ CAPITAL LTD. Website: Executive Name: Email ID:

* Mandatory fields

Designation : Management Trainee Location: Mumbai CTC : 1st 3 months - Stipend: Rs.10000/- p.m. + Reimbursements

Confirmation (4th month onwards):

CTC p.m. 18,400 21,673

Months For first 6 months For next 6 months BONUS *

Annual CTC 1,10,400 1,30,038 60,000 3,00,438


Plus Monthly Incentives will be additional.