Hiring Relationship Officer with SBI Securities Ltd at Adilabad

Sbicap Securities; Adilabad District; Presencial; INR 300.000 - 600.000; Jornada completa

Descripción de la vacante

SBI Securities Ltd is hiring a Relationship Officer for branch sales focusing on Demat and Trading accounts. The role involves sourcing business via bank branches, activating clients for trading, acquiring and retaining clients including HNIs, and cross-selling products. Prior knowledge of General Insurance and Demat sales is preferred.

The position is on fixed-term contract on SBICAP Securities payroll, renewable annually based on performance.

Formación

• Experience sourcing business via bank branches or channels.
• Ability to activate and onboard clients for trading.
• Ability to acquire and retain clients incl. HNIs.
• Knowledge of general insurance and demat/trading sales preferred.

Responsabilidades

• Source business via allotted bank branches and acquire broking clients.
• Activate clients for trading post acquisition and handhold them.
• Cross-sell products as directed.
• Provide demos and support to initiate trading after account opening.

Conocimientos

Relationship selling

Bank channel sales

Client onboarding

Cross-selling

Demat/trading assistance

Insurance knowledge

Descripción del empleo

Greetings from SBI Securities Ltd !!

We are looking for "Relationship Officer" Branch sales- Demat & Trading A/c for our Retail Sales vertical.

Role & responsibilities

• To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line).
• Activating clients for trading post acquisition.
• Acquiring and retaining new clients and HNIs.
• Cross sell other products as directed time to time.
• Providing clients with Demo & handhold to initiate trading activities after account opening.
• Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable.
• This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms.