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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 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 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 tips

Interview Preparation Tips

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

Interview questions from similar companies

I applied via Referral and was interviewed in Mar 2022. There were 2 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 tips
Round 2 - HR 

(2 Questions)

  • Q1. Where do you see yourself in 5 years?
  • Q2. About sales experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Your attitude is more important
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Work as per company requirements

Round 2 - HR 

(1 Question)

  • Q1. As per HR required
Round 3 - One-on-one 

(1 Question)

  • Q1. As required by company

Interview Questionnaire 

2 Questions

  • Q1. Lead Generation
  • Q2. Field sales

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company sales best HR
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Not Selected
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 tips
Round 2 - Aptitude Test 

I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .

Round 3 - One-on-one 

(2 Questions)

  • Q1. Why are you choice this company
  • Ans. 

    I chose this company because of its strong reputation, innovative products, and commitment to employee development.

    • Strong reputation in the industry

    • Innovative products and services

    • Commitment to employee development and growth opportunities

  • Answered by AI
  • Q2. What do you know this company
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Walk me through you background
  • Ans. 

    I have a strong background in finance and customer relationship management, with experience in managing high net worth clients.

    • Bachelor's degree in Finance from XYZ University

    • 5+ years of experience in financial services industry

    • Managed portfolio of high net worth clients, increasing assets under management by 20%

    • Strong track record of building and maintaining client relationships

  • Answered by AI

Interview Questionnaire 

1 Question

  • Q1. Tell me about yourself?

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be confident and honest while giving interview.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via Approached by Company and was interviewed in Dec 2022. There were 2 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 tips
Round 2 - Interview 

(6 Questions)

  • Q1. Tell us about yourself
  • Q2. Why did you leave your previous job?
  • Q3. Explain briefly how did you manage your previous role
  • Q4. What is the product that you sold mostly in your previous role as Relationship Manager?
  • Q5. How did you manage Customer Expectations?
  • Ans. 

    I manage customer expectations by setting clear goals, communicating effectively, and delivering on promises.

    • I establish a clear understanding of what the customer wants and needs

    • I communicate regularly and honestly about progress and any changes

    • I underpromise and overdeliver to exceed expectations

    • I handle any issues or concerns promptly and professionally

    • I follow up after completion to ensure satisfaction and address ...

  • Answered by AI
  • Q6. What was your previous CTC ? What is your expected CTC ?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be precise about your answer and be thorough of every aspect of your previous role/experience.

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

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Bajaj Capital Relationship Executive Salary
based on 66 salaries
₹2.4 L/yr - ₹5 L/yr
34% 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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