Customer Relationship Officer Jobs in Bhubaneshwar, SBICAP Securities Limited

Home Customer Relationship Officer Jobs in Bhubaneshwar, SBICAP Securities Limited

Customer Relationship Officer Jobs in Bhubaneshwar, SBICAP Securities Limited

Job Locations: BhubaneshwarBerhampurUdala
No of Openings: 5
Salary: Best in Industry
Job Type: Full Time
Experience: 0 Years-5 Years
Company Name: SBICAP Securities Limited
Qualification: Any Graduate
Key Skills: Trading Account,Marketing Financial Products ,Demat Operations

Job Descriptions

Job description

Key Deliverables / Accountabilities

1. Enquire about a requirement for Demat & Trading Accounts while the customer is waiting to be serviced/ when customer has been serviced.

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.

Competencies Required

A. Good communication and listening skills

B. Confidence and Presentation skills

C. Ability to explain information clearly and simply

Essential Educational & Experience Qualification

Qualification Needed : Graduation / MBA

(Relevant Experience of Field, Suitable qualification will be preferred)

Relevant Experience : 1 2 Experience in Selling Financial Products

Role: Sales Officer
Industry Type: Investment Banking / Venture Capital / Private Equity
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
UG: Any Graduate
PG: Any Postgraduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
trading accountdemat
financial products

Contact Information

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