0 - 5 years
2 - 3 Lacs
                                Posted:1 month ago|
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Work from Office
Full Time
 
   JOB PROFILE   Department   Retail Sales   Designation   Relationship Officer  Retail Sales   Position in Company   Reporting to: Sales Manager   Reportees: Individual role   Key Deliverables / Accountabilities   1. To source clients to open Demat account with the company via allotted SBI bank branches or open market and   help clients with a demo by helping them to initiate trading activities after Demat account opening process is   completed.   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.   8. Cross-sell other products as directed time to time.   9. Ensure the achievement of the sales business target on a monthly basis.   Competencies Required   A. Good communication and listening skills   B. Confidence and Presentation skills   C. Ability to explain information clearly and simply   D. Convincing skills   Essential Educational & Experience Qualification   Qualification Needed: Graduation / MBA   (Relevant Experience of Field, Suitable qualification will be preferred)   Relevant Experience: 6 months + Experience in selling Financial Products   Freshers who are willing to do sales are also welcome     
 
                Sbicap Securities
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