Relationship Officer- Corporate Salary

Sbicap Securities; Bhopal; Vor Ort; INR 338.000 - 413.000; Vollzeit

Zusammenfassung

SBI Securities is hiring for a Relationship Officer- Corporate Salary in Bhopal. This role focuses on sourcing and acquiring Demat and trading customers, guiding them from lead to account opening and activation, and providing app demonstrations and transaction support.

The position emphasizes driving client engagement through E-SIP and MF SIP opportunities, with preference for candidates having corporate salary and demat account opening experience.

Qualifikationen

• Experience in corporate salary accounts and demat account openings.
• Proven ability to onboard customers and guide them through initial activation.

Aufgaben

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

Kenntnisse

Relationship management

Customer onboarding

Corporate salary/accounts

Demat account experience

Jobbeschreibung

SBI Securities is hiring for Relationship Officer- Corporate Salary

Location: Bhopal

CTC: Upto 3.75lpa

Role & 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.

Preferred candidate profile

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