Corporate Salary Package- Relationship Officer

Sbicap Securities; Gurugram District; Presencial; INR 338 000 - 413 000; Tempo integral

Resumo da oferta

SBI Securities in Gurgaon is seeking a CSP-RO to source Demat and trading customers by coordinating with SBI Branches and driving account openings.

You will engage leads through activation, provide app demonstrations and platform guidance, and support transactions for new clients. The role emphasizes expanding client engagement via E-SIP and MF SIP opportunities.

Qualificações

• Experience in corporate salary and demat account openings.

Responsabilidades

• Coordinate with SBI Branches for sourcing & acquisition of Demat & trading customers.
• Engage with customers from the lead stage through account opening and initial activation.
• Provide app demonstrations, platform guidance and transaction support to newly acquired clients.
• Drive client engagement through E-Sip, small case SIP and MF SIP opportunities.

Conhecimentos

Demat account opening

Customer onboarding

Descrição da oferta de emprego

Hi,

SBI Securities is hiring for CSP-RO position

Location: Gurgaon

CTC: Upto 3.75lpa

Role & responsibilities

• 1. Coordinate with SBI Branches for sourcing & acquisition of Demat & trading customers.
• 2. Engage with customers from the lead stage through account opening and initial activation.
• 3. Provide app demonstration, platform guidance and transaction support to newly acquired clients.
• 4. Drive client engagement through E-Sip, small case SIP and MF Sip opportunities.

Preferred candidate profile

• 1. Candidate with corporate salary account / demat account opening experience.