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Bajaj Capital Relationship Executive Interview Questions, Process, and Tips

Updated 31 Oct 2023

Top Bajaj Capital Relationship Executive Interview Questions and Answers

Bajaj Capital Relationship Executive Interview Experiences

3 interviews found

Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed in May 2023. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - Aptitude Test 

Moderate question in quants , reasoning and verbal ability

Round 3 - HR 

(1 Question)

  • Q1. General introduction, achivement,asking knowledge about BFSI industry
Round 4 - Technical 

(1 Question)

  • Q1. Regarding product knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Gain products knowledge,sales pitch and flexible
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before May 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - HR 

(5 Questions)

  • Q1. Tell me about yourself.
  • Ans. 

    I am a Relationship Executive with a strong background in customer service and sales.

    • Experienced in building and maintaining relationships with clients

    • Proficient in identifying customer needs and providing appropriate solutions

    • Skilled in sales techniques and achieving sales targets

    • Excellent communication and interpersonal skills

    • Strong problem-solving abilities

    • Ability to work well in a team and independently

    • Example: Suc...

  • Answered by AI
  • Q2. Projects are done in degree
  • Q3. Can you tell me about financial modeling
  • Ans. 

    Financial modeling is the process of creating a mathematical representation of a financial situation or plan.

    • It involves using various financial tools and techniques to forecast future financial performance.

    • It helps in making informed decisions about investments, budgeting, and financial planning.

    • Examples include creating a cash flow statement, calculating return on investment, and analyzing financial ratios.

    • Financial ...

  • Answered by AI
  • Q4. Why should I hire you?
  • Ans. 

    I have the necessary skills, experience, and passion to excel in this role.

    • I have a strong background in customer service and relationship management.

    • I am highly skilled in building and maintaining long-term relationships with clients.

    • I have a proven track record of exceeding sales targets and driving revenue growth.

    • I am a great communicator and can effectively understand and address client needs.

    • I am a team player and...

  • Answered by AI
  • Q5. What do you know about our company
  • Ans. 

    Our company is a leading financial institution specializing in relationship management.

    • We have been in business for over 20 years

    • We offer a wide range of financial products and services

    • Our focus is on building and maintaining strong relationships with our clients

    • We have a team of experienced Relationship Executives who provide personalized service

    • We have a strong reputation for customer satisfaction and trust

  • Answered by AI
Round 3 - Technical 

(4 Questions)

  • Q1. How will you invest your money to generate moderate returns?
  • Ans. 

    I would invest in a diversified portfolio of stocks, bonds, and mutual funds.

    • I would allocate a portion of my funds to blue-chip stocks with a history of stable dividends.

    • I would also invest in high-quality corporate bonds with a moderate risk profile.

    • I would consider mutual funds that invest in a mix of stocks and bonds to diversify my portfolio.

    • I would regularly review and rebalance my portfolio to ensure it aligns w

  • Answered by AI
  • Q2. Who are your potential clients?
  • Ans. 

    Potential clients for a Relationship Executive can include individuals, businesses, and organizations seeking financial services and advice.

    • Individuals looking for personal banking services such as savings accounts, loans, and credit cards

    • Small businesses in need of business banking solutions like merchant services and business loans

    • Corporations and organizations requiring treasury management services, investment advic...

  • Answered by AI
  • Q3. Who is the HNI client?
  • Ans. 

    HNI clients are high net worth individuals who have significant financial assets and require specialized services.

    • HNI clients typically have a net worth of at least $1 million

    • They require personalized and specialized services such as wealth management, tax planning, and estate planning

    • Examples of HNI clients include business owners, executives, and investors

    • They are often sought after by financial institutions and priv...

  • Answered by AI
  • Q4. How will you generate potential leads?
  • Ans. 

    I will generate potential leads through networking, referrals, and targeted marketing.

    • Attend industry events and conferences to meet potential clients

    • Ask current clients for referrals and offer incentives for successful referrals

    • Utilize social media and email marketing to reach a wider audience

    • Research and target specific industries or companies that may benefit from our services

  • Answered by AI
Round 4 - Behavioral 

(3 Questions)

  • Q1. Can you go to the field
  • Ans. 

    Yes, I am willing to go to the field for the role of Relationship Executive.

    • I am comfortable with traveling to meet clients and build relationships.

    • I understand the importance of face-to-face interactions in building trust and rapport.

    • I have previous experience in field sales or customer service roles.

    • I am adaptable and can work effectively in different environments.

    • I am willing to invest time and effort in understandi...

  • Answered by AI
  • Q2. Do you have any sources for HNI Clients
  • Ans. 

    Yes, I have several sources for HNI clients.

    • I have a strong network of contacts in the finance and investment industry

    • I attend industry events and conferences to meet potential clients

    • I also leverage social media platforms like LinkedIn to connect with HNIs

    • Referrals from existing clients have also been a successful source for me

  • Answered by AI
  • Q3. Why should I hire you?
  • Ans. 

    I have the necessary skills, experience, and passion to excel in this role.

    • I have a strong background in customer service and relationship management.

    • I am highly skilled in building and maintaining long-term relationships with clients.

    • I have a proven track record of exceeding sales targets and driving revenue growth.

    • I am a great communicator and can effectively understand and address client needs.

    • I am a team player and...

  • Answered by AI

Relationship Executive Interview Questions Asked at Other Companies

Q1. Are you able to handle large amount of cash and gold?
asked in HDFC Bank
Q2. Do you know the difference between LI and GI?
Q3. How will you invest your money to generate moderate returns?
asked in CSB Bank
Q4. How many Currency Notes Printing places
Q5. What can you do to increase companies profit

I applied via Naukri.com and was interviewed before Jan 2021. There were 3 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. Knowledge questions related to investments
Round 2 - Group Discussion 

Very nice work culture & supporting staff

Round 3 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips

Interview Preparation Tips

Interview preparation tips for other job seekers - best company to work long term

Interview questions from similar companies

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Dec 2023. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Introduce about yourself?
  • Q2. How do you acquire customer?
  • Ans. 

    I acquire customers through various channels such as referrals, networking events, social media, and cold calling.

    • Utilize referrals from existing customers to expand customer base

    • Attend networking events to meet potential clients and build relationships

    • Utilize social media platforms to reach a wider audience and engage with potential customers

    • Cold calling potential leads to introduce services and generate interest

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - It's a sales job

I applied via Referral

Interview Questionnaire 

2 Questions

  • Q1. Do you know about Customer KYC and GST ?
  • Ans. 

    Yes, Customer KYC and GST are important concepts in the banking and financial industry.

    • Customer KYC (Know Your Customer) is a process followed by banks and financial institutions to verify the identity and address of their customers.

    • It involves collecting and verifying various documents such as identity proof, address proof, and photograph of the customer.

    • Customer KYC helps in preventing identity theft, fraud, and mone...

  • Answered by AI
  • Q2. What do you know about current market situation
  • Ans. 

    The current market situation is highly volatile due to the ongoing pandemic and economic uncertainties.

    • The COVID-19 pandemic has significantly impacted global markets.

    • Stock markets have experienced extreme volatility.

    • Many businesses have faced challenges and closures.

    • Unemployment rates have risen in several countries.

    • Government stimulus packages have been implemented to support economies.

    • Digital transformation and e-co...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and don't tell a lie. Be honest and serious about your work collect information about the institution in which you are going to attend interview.
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Sep 2023. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. All Related to Stock Market
  • Q2. Equity - Mutual Fund - F&O

Interview Questionnaire 

3 Questions

  • Q1. Tell me about yourself ?
  • Q2. What your future plans ?
  • Q3. Tell me about something you now the company?

Interview Questionnaire 

1 Question

  • Q1. Tell about yourself
  • Ans. 

    Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.

    • Over 5 years of experience in financial services industry

    • Strong communication and interpersonal skills

    • Proven track record of building and maintaining client relationships

    • Expertise in financial planning and investment strategies

    • Ability to analyze market trends and provide tailored solutions

  • Answered by AI

Interview Preparation Tips

Round: Group Discussion
Duration: 20 minutes

College Name: Pdpu

I applied via Naukri.com and was interviewed before Sep 2019. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. What will you feel if you aren't selected for this job . Why do you want to go in this particular field

Interview Preparation Tips

Interview preparation tips for other job seekers - All though this questions weren't too much tough but this questions were asked because they want to check my decision making ability .it is very important to be confident in your interview, even if you don't know the answer better to say I don't know rather than saying something wrong.
Communication matters a lot . Whatever position you are applying whichever company you are interviewing with , everybody looks for a person who communicates well and is confident of what he is saying.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Aug 2023. There was 1 interview round.

Round 1 - Group Discussion 

Previous experience details

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Bajaj Capital Interview FAQs

How many rounds are there in Bajaj Capital Relationship Executive interview?
Bajaj Capital interview process usually has 3-4 rounds. The most common rounds in the Bajaj Capital interview process are Resume Shortlist, HR and Technical.
How to prepare for Bajaj Capital Relationship Executive interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Bajaj Capital. The most common topics and skills that interviewers at Bajaj Capital expect are Financial Planning, Relationship Management, CFP, Investment Advisory and Wealth Management.
What are the top questions asked in Bajaj Capital Relationship Executive interview?

Some of the top questions asked at the Bajaj Capital Relationship Executive interview -

  1. How will you invest your money to generate moderate retur...read more
  2. How will you generate potential lea...read more
  3. Can you tell me about financial model...read more

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Bajaj Capital Relationship Executive Interview Process

based on 2 interviews

Interview experience

4.5
  
Good
View more
Bajaj Capital Relationship Executive Salary
based on 66 salaries
₹2.4 L/yr - ₹5 L/yr
33% more than the average Relationship Executive Salary in India
View more details

Bajaj Capital Relationship Executive Reviews and Ratings

based on 20 reviews

3.8/5

Rating in categories

3.8

Skill development

3.6

Work-life balance

3.9

Salary

3.2

Job security

3.6

Company culture

3.3

Promotions

3.2

Work satisfaction

Explore 20 Reviews and Ratings
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