Client Servicing Support

Sbicap Securities; Dadri, Meerut, Chandigarh; On-site; INR 450,000 - 700,000; Full time

Job summary

Sbicap Securities is seeking a detail-oriented professional to oversee compliance across Retail Broking branches, manage CRM applications, and handle KYC-related changes. The role includes account openings/closures, branch administration, client interaction, and MIS upkeep.

The ideal candidate should hold a depository certification, have strong MS Excel/Office skills, excellent communication and presentation abilities, and solid interpersonal and problem-solving capabilities, with a focus on

Qualifications

• Depository certification is required.
• 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.

Responsibilities

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

Skills

Communication

Active listening

Presentation

Interpersonal skills

Problem solving

Demat knowledge

Education

Depository certification

Tools

MS Excel

MS Office

Job description

Role & responsibilities

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

Preferred candidate profile

• 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.