CSP- Relationship Officer

Sbicap Securities; Chandigarh, Patiala District, Solan; On-site; INR 315,000 - 385,000; Full time

Job summary

SBI Securities is hiring for a CSP-RO position. Location: Chandigarh, Patiala, Panchkula, Baddi, Amritsar, Ludhiana, Rohtak, Karnal. CTC: Up to 3.5 LPA.

The role involves coordinating with SBI branches to source and acquire Demat and trading customers, guiding them from lead to activation, and providing app demonstrations and transaction support. Ideal candidates have experience with corporate salary accounts or demat account openings and will drive client engagement through SIP opportunities

Qualifications

• Experience with corporate salary accounts or demat account openings.

Responsibilities

• Coordinate with SBI Branches for sourcing and acquisition of Demat and trading customers.
• Engage with customers from 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.

Skills

Demat account opening experience

Job description

Hi,

SBI Securities is hiring for CSP-RO position

Location: Chandigarh , Patiala, Panchkula ,Baddi,Amritsar,Ludhiana,Rohtak,Karnal

CTC: Upto 3.5lpa

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.