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Relationship Officer @ Sbicap Securities

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 Relationship Officer

Job Description

JOB PROFILE

Designation Branch Floor Manager/Relationship Officer

Department


Retail Sales


Position in Company

Reporting to : Sales Manager

Reportees : Individual role

Key Deliverables / Accountabilities

1. Enquire about a requirement for Demat & Trading Accounts while the customer is waiting to be serviced/ when customer has been serviced.

2. Activating the Demat & Trading account by providing product demonstration.

3. Greet and Re-direct customers to the appropriate counters based on their service needs.

4. Build an understanding of the available products/services to answer general customer quires and share the product brochures/forms with the customers.

5. Maintain a list of FAQ by customers and proactively seek clarification

6. Promote Demat & Trading account on the digital platforms (YONO, INB) and handhold the customers. Share information on new products available on digital channels with customers.

7. Engage the premier customers walking into the branch and assist them, in case RM PM/ Branch Managers are not present in a branch.

Competencies Required

A. Good communication and listening skills

B. Confidence and Presentation skills

C. Ability to explain information clearly and simply

Essential Educational & Experience Qualification

Qualification Needed : Graduation / MBA

(Relevant Experience of Field, Suitable qualification will be preferred)

Relevant Experience : 0 2 Experience in Selling Financial Products

Job Classification

Industry: Investment Banking / Venture Capital / Private Equity
Functional Area:
Role Category: Banking Operations
Role: Banking Operations
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate
Doctorate: Doctorate Not Required

Contact Details:

Company: Sbicap Securities
Location(s): Chandrapur,Maharashtra
Website: https://www.sbicapsec.com

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Keyskills:   Demat financial products trading account retail sales

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Sbicap Securities

We are proud of our lineage. SBICAP Securities Ltd (SSL) is the broking arm of the State Bank Group and a wholly owned subsidiary of SBI Capital Markets Ltd. SSL commenced operations in the first quarter of the financial year of 2006-2007 with a view to providing primary and secondary capital marke...