Relationship Officer
1 week ago
Posted on 15th June
Experience
years
- Salary
- INR INR 300000
- Job Type
- Fulltime
- Industry
- Financial Services
- Job Description
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.
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
Required Skills:
Communication Skills
Sales
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