Company Description SBI Securities, part of the SBI legacy, offers a broad range of investment products and services tailored to wide-ranging financial goals. Its offerings span equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). The company provides an intuitive trading platform that simplifies portfolio management and empowers clients to manage investments with ease. SBI Securities focuses on delivering reliable, accessible financial solutions for retail and institutional investors. More information about the company and its services is available at https://linktr.ee/sbisecurities.
Role Description The Relationship Manager role at SBI Securities is a full-time, on-site position based in Bihar, India. The Relationship Manager will be responsible for managing and growing a portfolio of clients by understanding their financial goals and recommending suitable investment products and services. Day-to-day tasks include conducting client meetings, explaining product features and risks,



assisting with account opening and transaction execution, and providing ongoing service support. The role also involves monitoring client portfolios, identifying cross-selling and up-selling opportunities across equity, derivatives, mutual funds, bonds, and other products, and ensuring timely resolution of client queries. The Relationship Manager will collaborate with internal teams to maintain high service standards, achieve sales and retention targets, and adhere to regulatory and compliance requirements.
Qualifications

• Candidates should possess strong client relationship management, customer service, and communication skills.
• Candidates should possess sales, negotiation, and portfolio advisory skills focused on financial products and services.
• Candidates should possess skills in basic financial analysis, market awareness, and understanding of investment products such as equity, mutual funds, and bonds.
• Candidate

📌 Relationship Manager (India)
🏢 sbi securities
📍 India