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Introduction

SBICAP Securities Limited, a trusted name in India’s financial services sector, is inviting applications for the role of Relationship Officer in Siliguri. This is an excellent opportunity for candidates seeking a career in the banking and financial industry, particularly in the domain of wealth management, investment advisory, and customer relationship management.

SBICAP Securities Limited (SSL) is a subsidiary of SBI Capital Markets Limited, which is backed by the State Bank of India (SBI). It provides a wide array of financial products and services, including retail equity, derivatives trading, mutual funds, and wealth management. As a Relationship Officer, you will be responsible for developing and maintaining strong client relationships and driving business growth. Relationship Officer – SBICAP Securities Limited Jobs in Siliguri 2025

Relationship Officer - SBICAP Securities Limited Jobs in Siliguri 2025 — ***Relationship Officer – SBICAP Securities Limited Jobs in Siliguri 2025***

Job Details

Job Title: Relationship Officer

Company: SBICAP Securities Limited
Location: Siliguri, West Bengal
Employment Type: Full-Time

Industry: Financial Services, Banking, Investment Advisory
Experience Level: Entry-level to Mid-Level
Education Requirement: Graduation (Preferably in Finance, Commerce, or Business Administration)

Salary: Competitive, with incentives based on performance

Key Responsibilities

As a Relationship Officer at SBICAP Securities Limited, your primary role will be to enhance customer engagement and drive business growth through financial products and investment solutions. Your key responsibilities will include:

Client Acquisition & Relationship Management
- Identify and approach potential clients for investment and wealth management services.
- Develop strong relationships with existing and prospective customers.
- Conduct periodic meetings with clients to understand their financial goals and investment needs.

Financial Advisory & Investment Solutions
- Provide customers with investment advice based on their risk appetite and financial objectives.
- Recommend products such as mutual funds, stocks, insurance, and other financial instruments.
- Keep customers updated about market trends and investment opportunities.
Sales & Revenue Generation
- Meet sales targets by cross-selling and upselling financial products.
- Work closely with internal teams to ensure smooth processing of transactions.
- Execute marketing campaigns to attract potential investors.
Compliance & Documentation
- Ensure adherence to regulatory guidelines and internal policies.
- Maintain proper documentation of client transactions and service requests.
- Assist clients with queries related to their investments and accounts.

Eligibility Criteria

To qualify for the Relationship Officer role at SBICAP Securities Limited in Siliguri, candidates must meet the following criteria:

Educational Qualification: Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
Experience: 1-3 years of experience in sales, banking, or financial advisory is preferred (freshers with excellent communication skills may also apply).

Skills Required:
- Strong knowledge of financial products and investment instruments.
- Excellent communication and interpersonal skills.
- Ability to build and maintain client relationships.
- Goal-oriented with strong sales and negotiation abilities.
- Basic understanding of stock market operations and investment strategies.
- Proficiency in MS Office and CRM software is an advantage.

Why Join SBICAP Securities Limited?

SBICAP Securities Limited offers a promising career path with several advantages, including:

Brand Association – Being a part of SBI Group ensures strong market credibility and career stability.

Growth Opportunities – Employees have a chance to progress into senior roles within the organization.
Performance-Based Incentives – Attractive bonus structures for meeting sales targets.
Training & Development – Regular training programs to enhance financial knowledge and customer engagement skills.

Job Security & Employee Benefits – Enjoy industry-leading benefits, including insurance, retirement plans, and paid leaves.

How to Apply?

Interested candidates can apply through the official website of SBICAP Securities Limited or via popular job portals like Naukri, LinkedIn, and Indeed. The application process includes:

Online Application: Fill out the online application form and submit your resume.

Screening Process: Shortlisted candidates will be called for a telephone interview.
Interview Rounds: There may be multiple interview rounds, including HR and technical assessments.
Final Selection: Candidates who successfully clear all rounds will receive an offer letter.

Career Path & Future Prospects

A Relationship Officer role at SBICAP Securities Limited is an excellent stepping stone for a successful career in the financial services industry. With experience, you can progress to positions such as:

Senior Relationship Manager
Wealth Manager

Branch Manager
Investment Consultant

This role will equip you with valuable skills in client management, investment advisory, and sales strategy, making you a strong candidate for leadership roles in the future.

Conclusion

If you are passionate about finance and investment and enjoy working with clients, the Relationship Officer position at SBICAP Securities Limited in Siliguri is a fantastic career opportunity. With competitive pay, strong growth prospects, and an association with a reputable brand, this role is ideal for those looking to build a career in the banking and financial services sector.

Apply today and take the first step toward an exciting career with SBICAP Securities Limited!

Disclaimer: The job details mentioned in this article are based on available information and are subject to change. Interested candidates are advised to check the official SBICAP Securities Limited website for the most up-to-date details on job vacancies and eligibility criteria.

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Relationship Officer – SBICAP Securities Limited Jobs in Siliguri 2025