Welcome to

bajaj capital group

Orientation Program
About Bajaj Capital Group

 India’s Premier Investment Services Company since 1964

 Serving 10,00,000 investors

 Over 3,000 institutional clients

 Around 12,000 NRI clients in 70 countries all over the world

 5-Times recipient of CNBC TV 18 Best Financial Services Award

(Retail) including2016-17

 Great Place To Work 2012

 The Economic Times Best BFSI Brands 2016

Retail Advisor with National Footprint

 Well Diversified across region.

 28 states, 110 cities – Pan India Presence.

 Over 230 units are spread across including Branches,

 Insurance Planning Center, La-premier Units

 (For HNI Segment)& B2B Units (Advisors Network Group).

 Well Spread Client Segment mainly RETAIL.

 Our 92% revenue comes from Retail Segment .

Our Various Approaches for Serving Client Segments
Our 3 Major Corporate Entities

Bajaj Capital Ltd Bajaj Capital Bajaj Capital Investor

Insurance Broking ltd Services Ltd.

SEBI approved Merchant IRDA NSE members for

Bankers, Investment regulated Stock
Advisors and Insurance Broking
Financial Planners Brokers
 OUR LEGACY & PIONEERING ROLE IN THE INDIAN FINANCIAL PRODUCTS
DISTRIBUTION MARKET

Equity issue
New
New product
Product
Rated company fixed Insurance Broking
financial planning Corporate Bonds Mutual fund introductions
Introductions
deposit pension scheme

 Manages 1st public  Mutual Fund  Begins marketing of Launches software based programme
 Inception: 1965  Manages first
deposit of a PSU – industry picks up. insurance products of LIC to encourage scientific investing. Also
equity issue of
SAIL. ‘Principal Bajaj Capital & GIC, Obtains All India launches ‘Just Trade’, an online
 Raises capital for Granuer & Wells
Broker’ for several amongst top Insurance Broking License platform to invest in Equities, Mutual
EIL Ltd. in form of
subsequent PSU mobilisers. in 2004. funds and IPOs
Company Fixed  Offers ‘need based’
Deposit, first time investment issues
 Emerges as largest  Becomes top ‘Pension Focuses on becoming ‘One Stop
in Indian history solutions, popularly
retail distributor of Scheme’ seller in India Financial Solutions provider’.
known as Financial
Mutual Funds Reinvents ‘Financial Planning’ as per
Planning today
international standards and upgrades
team from investment experts to
financial planners
Our seniors

Management Team
Guiding principle for managing retail investors’ money
Our BOARD OF DIRECTORS

Rajiv Bajaj Sanjiv Bajaj Anil Chopra Group

Director- Corporate Affairs Rajesh Relan
Chairman & Managing Director Vice Chairman &
Since 1984 MetLife Asia Limited
Since 1989 Managing Director
33 years Ex. PNB MetLife India Ins
28 years Since 1991
Co Ltd.
26 years
Ex. Aviva Life Ins Co. India
Ltd.
Ex. Old Mutual PLC

Hemant Tanna
Peter Smyth Mosaic Capital Asia
Mosaic Capital Asia Ex. ING Investment Mgnt Mark Collier
CVC Capital Asia APAC Mark Collier Limited
Private Financial Ent Ltd Ex. ING Bank Ex. Investia Limited
Ex. MetLife Asia Pacific Ltd, Ex. Bank of America Ex. Charles Schwab
Ex. Hartford Life International
Our MANAGEMENT TEAM
Vivek Mathur Uttam
Shikha
HEAD - FINANCE Aggarwal
HEAD - LA' Bhatnagar
PREMIER HEAD - PRIVE'

Sunaina Biman
Mattoo Chakraborty Rachit Mongia
HEAD – HUMAN REGIONAL HEAD HEAD– IPC
RESOURCE (EAST)

George
Metesh Thomas Alok Agarwala
Bhati REGIONAL HEAD HEAD– RESEARCH
HEAD - DIGITAL (SOUTH)

Raj Kumar
Shashank Dhall
Sathe REGIONAL
Anjaneya
HEAD - HEAD (NORTH & Gautam
TECHNOLOGY WEST HEAD - MUTUAL
FUND
Vishwajit
Prashar Harish
HEAD -MARKETING Sabharwal
HEAD – ANG
Our culture
&
core values
Our Culture & Core Values -“ENRICH”

ENTREPURENEURIAL & ETHICAL

ENRICH

NURTURING

RESPONSIBILITY

INNOVATION

COLLABORATE

HAPPY CLIENTS
 Our Operating Principles

Employee Client
Value Value
Proposition Proposition
Our Employee Value Proposition
 Employee Value Proposition

Life Tools Open & Direct

Employee First Career & Work Communication
Benefits Development /Life
Amenities Balance
Compensation

Competitive
Salary, More choices, Good Infra,
more options, More More solutions
Incentives, Hygienic Flow of
more Opportunities to help you
Bonus, and Work Information is
possibilities to learn and plan your life
Promotional Environment, uniform. All team
grow and future
Opportunities Fun at work work in
Financial
coordination to
Planning,
provide honest
solutions to the
You Can clients
Customize
your Package You can grow
You can grow and take fast your career
You Can with us and get
with us and track career
enjoy and the most You Can
create the growth your can work in
have fun at important Create
career and synchronization
work things Financial
experience
you want. in your life. Security..
What do Our Team Member say?
Why Bajaj Capital?
Bajaj Capital
Digital World
Ver.2.0
Client Value Proposition
Bajaj Capital Offering to the clients
Our focus
 Our focus

Mission
“To be the most Client Centric and
recommended investment services
company in India”

Vision
India’s most admired & recommended Wealth
creation & protection Brand.
Bajaj Capital Family
Our Product & services
Our Passion To Educate People
Award & Accolades
• The Economic Times Best BFSI Brands 2016
• Best Financial Advisor Retail for 2009, 2011, 2012, 2014 & 2015 awarded by
CNBC TV 18 Financial Advisor Awards
• Great Place to Work 2008 – Top 25 work Places (Best in Financial Services)
• Smart Workplace Award – 2008
• Best Financial Services Co. 2008 for the Business and Economy Leadership &
Excellence Awards
• Best Place to Work – 2008 by TNS and Mercer Group

Best Financial Advisor

4 times in a row
7 times since inception in 2008

IDC Award for

Business
Excellence –
MFOnline
Life AT Bajaj Capital

Life AT Bajaj Capital

Motivation Factors
We inspire our employees to feel that their work has more meaning than being just a
job
Motivation Factors
 Communication
As an organization we want to empower our team members to experiment, make decisions, and selfdirect their efforts.
Openness, in this case, facilitates trust and ensures that people have access to the information they need to be
successful. Also, another reason is the technology revolution, which has enabled easy sharing of information, and
changed the way we think about the issues of access and privacy.

-Monthly Message

-Video Message

-Weekly Pulse of Department/Group Heads

-Webinar

-Town Hall Meeting

-Tele/Video Conferencing

-Business Strategy of the Month

-Monday Motivation

-Daily Huddle

-Circulars from the Group Head Office

-WhatsApp Groups

-Team Meetings Conducted by Group Heads

 MENTOR MENTEE POLICY

Purpose-

Bajaj Capital is looking for leapfrogs who can help taking Company to newer heights. We are sure that Existing
team will leave no stone unturned to showcase your leadership skills & helping new Joiners in performing as per
the criteria defined.

Definition-

Mentoring is a process where we ensure personal and professional growth, by identifying a senior employee as a
Mentor for a Mentee (new joined or existing person), whose vast knowledge, skill and experience would assist and
guide the Mentee during first six months of joining at the organization.

Identification of Mentor

Big brother is a senior & experienced team member in Branch identified by Zonal/Regional Head to support a
Debutant(new Joiners) in the branch.
 Work – Life Balance

An ideal workplace is one where policies make it possible for employees to

more easily balance family and work, and to fulfill both their family and work
obligations. To fulfill this objective, we have the following practices in our
system:

 Family Life
 Participating in Family events
 Counselling
 Monetary Support
 Circular from HR Head's Desk
 Salary Advance
 Sabbaticals
 Female Friendly Culture
 Work from Home
 Job Rotation
 Mediclaim
 Culture of Health
 Reward Structures

We believe that sense of fairness within organization is the result of thoughtful and comprehensive
management approaches. We have both qualitative and quantitative parameters in our structure. Our
rewarding structure depends on our core values which promotes Client Centricity. To help our organization
strengthen the values it nurtures, we have the following practices:

 NEEV Program for new Joiners (For Sales new TM’s)

 Strong Variable Structure
 Appraisals
 Josh Compensation:
 Monthly Performance Incentive
 Quarter Bonus for support function
 Long-term Rewards
 Recognitions & Appreciations
 Employee appreciation and/or recognition programs are one method of motivating employees to perform
better and keep their morals high. These programs foster a sense of ownership and provides a push to
improve more and more, day by day.

 Appreciation Dashboards
 Solution Contests
 Special Recognition Programs
 Star Recognition Program
 Chairman’s Club
 Foreign Tour
 Car Schemes
 Celebrations At Bajaj Capital
Fun and camaraderie in the workplace is nice and totally essential, a sense of closeness and excitement amongst
co-workers can actually improve happiness and productivity in that office. t helps the team to perform better,
improves the ability to work as a team and boosts employee retention rates. To promote the culture of fun and
excitement at work we do the following:

• Celebrating Festivals
• Retreat at exotic places
• Picnics or Visit to Holy Places
• Birthday celebrations
• Team Engagement Process
• Get Together’s
 Social Responsibility

Our company strongly believes in fostering a sense of responsibility among our employees for the society at
large. The following practices are the ways we show that we care:

 Nature of Business
 Swach Bharat campaign
 Financial Education in Schools
 Wealthpreneur
 Financial Support
 Health is wealth activity for school children
 Investors Education Programs

Wealthpreneur Program
Swach Bharat Campaign
Performance Management System
 Salary Structure for BBA

Petrol – 1800/- Mobile- 300/-

-Income tax will be applicable as per prevailing tax laws.

- Petrol and Mobile reimbursements will be as per the company policy.

Salary Structure For MBA

Petrol – 1800/-
Mobile- 300/-

• Income tax will be

applicable as per
prevailing tax laws.
• Petrol and Mobile
reimbursements will be
as per the company
policy.
THANKS!!!
THANKS!!!