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Client Activation (Quality Analyst)

Sbicap Securities
Udaipur
1-6 Years
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  • Posted 19 days ago
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Job Description

  • Responsible to map clients internally as per the assigned quality parameters.
  • Responsible to analyze new Client Quality.
  • Being a strong link between the Sales and the Dealing team to ensure client activation & mapping.
  • Responsible to Track stop trades & formulate strategy for activation.
  • Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization
  • Conducting synergy meetings between internal teams with a objective to meet set targets
  • Check gaps and conduct quality training for the sales teams for time to time and report to Management
  • Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

More Info

Job Type:
Permanent Job
Industry:
Financial Services, Banking
Role:
Business Analyst
Function:
IT/Software Development - Client Server
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Sbicap Securities

As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). Managing your investments is simpler than ever with our intuitive trading platform, giving you seamless control over your portfolio.

Job ID: 120573581

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Last Updated: 17-03-2026 05:04:09 AM
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