Company Description SBI Securities, an extension of the esteemed SBI legacy, offers a comprehensive suite of investment products and services tailored to meet diverse financial objectives. Our offerings include equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Our intuitive trading platform simplifies investment management, giving you seamless control over your portfolio. For more information, please visit us at www.sbisecurities.in. Role Description This is a full-time on-site role for a Relationship Manager based in Jalandhar. The Relationship Manager will be responsible for building and maintaining strong client relationships, providing investment advice, and ensuring exceptional customer service. Daily tasks include managing client portfolios, conducting market research, developing investment strategies, and ensuring compliance with financial regulations. The role also involves cross-selling various investment products and services to meet clients' financial goals. Qualifications Strong communication and interpersonal skills Experience in financial advisory, investment management, and client relations Knowledge of equity, derivatives, mutual funds, and other financial products Excellent analytical and research skills Ability to develop and implement effective investment strategies Attention to detail and strong organizational skills Proficiency in using trading platforms and financial software Bachelor's degree in Finance, Business, or related field Relevant certifications (e.g., NISM, CFP) are a plus

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Relationship Manager