Relationship Manager

5 days ago

Defence Colony Delhi, India SBI Securities Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Company Description

SBI Securities, a proud extension of the SBI legacy, offers a wide range of investment products and services to cater to diverse financial goals. Our offerings include equities, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With an intuitive trading platform, SBI Securities makes managing investments seamless and efficient. For more details, visit us at

Role Description

This is an on-site, full-time role based in Defence Colony for a Relationship Manager (Advisor). The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding customer investment needs, and providing tailored financial advice. Daily tasks include managing client portfolios, offering guidance on various financial products, and ensuring client satisfaction through regular communication and updates.

Qualifications

  • Strong client relationship management and communication skills
  • Understanding of financial products such as equity, mutual funds, bonds, and insurance
  • Proficiency in portfolio management and investment advisory
  • Sales and customer service abilities
  • Analytical and problem-solving skills
  • Proficiency in Microsoft Office and financial tools
  • Relevant certifications such as NISM or IRDAI are an advantage
  • Bachelor's degree in Finance, Business, or related disciplines

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