Hiring Graduates For SBI Securities Madikeri

3 days ago

Madikeri, India Sbicap Securities 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

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