Client Service Executive

Sbicap Securities; Rajkot; On-site; INR 250,000 - 350,000; Full time

Job summary

Sbicap Securities in Rajkot is seeking a Client Servicing professional for Retail Broking with 0-3 years of experience. You will support branch operations, ensure compliance, manage CRM, KYC, and account openings/closures.

Ideal candidates are graduates, with strong communication and Excel skills, able to explain information clearly. This Individual Contributor role emphasizes customer focus and problem solving in a dynamic environment.

Qualifications

• Graduate or Post Graduate in a relevant field with 0–3 years of experience.
• Experience in client servicing and retail broking is preferred.
• Strong communication and interpersonal skills required.

Responsibilities

• Managing Compliance of Branches of Retail Broking
• Managing CRM application
• Managing KYC and other modification
• Mapping of CTCL loging
• Opening/ Closure and Merger of accounts
• Managing Admin related activities at Branch level
• Managing Payouts
• Client handling
• Maintain MIS

Skills

Excellent communication and active 1is

Education

Graduate / Post Graduate

Tools

CRM software

Job description

Department: Retail Broking

Industry: Broking

Experience: 0 to 3 years

Qualification: Graduate / Post Graduate

Role: Client Servicing

Level: Individual Contributor

Roles & Responsibilities:

• Managing Compliance of Branches of Retail Broking
• Managing CRM application
• Managing KYC and other modification
• Mapping of CTCL loging
• Opening/ Closure and Merger of accounts
• Managing Admin related activities at Branch level
• Managing Payouts
• Client handling
• Maintain MIS

Key Competencies:

• Depository certification
• Good command on MS excel and MS office
• Excellent communication and active listening skills.
• Confidence and strong presentation abilities.
• Ability to explain information clearly and simply.
• Strong convincing and interpersonal skills.
• Knowledge of Demat accounts and internal process.
• Customer-focused and problem solving.