Wealth management and insurance platform for Indian retail investors
Bajaj Capital is a 60-year-old financial services firm operating across wealth management, mutual funds, and insurance for Indian retail clients. The tech stack reveals a traditional finance operation — Excel, VBA, and Power BI dominate — but the company is actively building predictive models, AI deployments, and sales dashboards using Python, TensorFlow, and GCP. Hiring is heavily sales-driven (24 of 38 roles), with finance and data teams supporting upsell programs, portfolio reviews, and lead generation — indicating a push to deepen client relationships rather than acquire at scale.
Bajaj Capital provides wealth management, investment, and insurance solutions to Indian retail investors seeking to build and protect wealth. The company operates as a public entity with 5,001–10,000 employees based in Gurugram, serving clients through independent advisors and direct channels. Core product lines span mutual funds, retirement planning, and insurance, with a documented focus on personalized client relationships and high-touch advisory. Active projects center on cross-selling existing products to the client base, improving policy renewal workflows, and generating qualified leads through data pipelines and predictive scoring.
Primary tools: Excel, VBA, PowerPoint, Python, Pandas, NumPy. Analytics and ML: scikit-learn, TensorFlow, PyTorch. Cloud: GCP with Vertex AI and BigQuery. Reporting: Power BI.
Upsell/cross-sell programs, portfolio review initiatives, MIS reporting and lead generation systems, predictive models and data pipelines, sales dashboards, and AI model deployment to improve client targeting and renewals.
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