CSP- Relationship Officer

Sbicap Securities; Hubli, Mangaluru, Bengaluru; On-site; INR 315,000 - 385,000; Full time

Job summary

SBI Securities is seeking a CSP-RO in Hubbli, Karnataka. The role focuses on sourcing and acquiring Demat and trading customers, guiding them from lead through account opening, and providing platform demonstrations and transaction support to new clients.

The successful candidate will drive client engagement through E-SIP, small case SIP and MF SIP opportunities, with CTC up to 3.5 LPA. HR contact is Sudhir Singh.

Qualifications

• Preferred candidate profile mentions experience with corporate salary account and demat account opening.

Responsibilities

• 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 demonstration, platform guidance and transaction support to newly acquired clients.
• Drive client engagement through E-Sip, small case SIP and MF Sip opportunities.

Job description

Hi,

SBI Securities is hiring for CSP-RO position

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.

Thanks,

Sudhir Singh-HR