Relationship Officer- Corporate Salary

Sbicap Securities; Gurugram District; On-site; INR 338,000 - 413,000; Full time

Job summary

SBI Securities is hiring for CSP-RO in Gurgaon to source and onboard Demat and trading clients. You will coordinate with SBI branches and guide new customers through account opening and activation.

You should have experience with corporate salary or demat account openings and be able to demonstrate apps and provide transaction support, driving client engagement through SIP opportunities.

Qualifications

• Experience with corporate salary account openings.
• Experience with demat account openings.

Responsibilities

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

Skills

Demat account opening

Salary account opening

Job description

Hi,

SBI Securities is hiring for CSP-RO position

Location: Gurgaon

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.

Thanks,

Tulsi-HR