SBI Securities is a leader in finance, offering various ways to invest and trade. What makes it unique is the SBI Securities Partner Program, a chance to benefit from the increasing need for financial services.

This review looks at the program’s basics. It talks about how much you need to invest, how you earn money, your potential monthly earnings, and what you need to get started.

Whether you’re a marketer, a finance expert, or want to make more money, find out how the SBI Securities Affiliate program can help you reach your financial goals.

Type of Broker Full service Broker
Total Partners 500+
Total Investment Rs.17,500 – Rs.47,500
Partners Commission 20% – 30%
Avg. Monthly Profit Approx. Rs.45,735
Breakeven Time Within 1 month
Payout Time 30 days

SBI Securities Partner Program - Types of Business

Partner Program

No

Sub Brokership

Yes

Refer and Earn

Yes

Why Partner with SBI Securities?

  • SBI Securities is a respected company in finance. If you work with them, people are more likely to trust you.
  • They have many different financial things you can promote. This means you can reach more people and make more money.
  • They offer a fair way to pay you for your work. You can earn a good amount of money through their program.
  • SBI Securities Affiliate program will give you things to help you succeed. They also have people who can answer your questions and help you.
  • They work with people all over the world. This means you can reach many different customers and make more money.

SBI Securities Affiliate Cost or Investment

Security Deposit (One Time)

Rs.10,000

Exchange Charges (One Time)

Rs.7,500

Office Expenses (Monthly)

Zero - Rs.30,000

When you join the program, you must deposit Rs.10,000 as a one-time security deposit. This amount is typically refundable but serves as a security measure.

There is an additional one-time SBI Securities Partner cost of Rs.7,500 for exchange charges. The monthly office expenses can vary, ranging from zero to Rs.30,000.

This means that you have both option, work from home & setting up office, If you set-up an office, you will have to bear upto Rs.30,000 cost, but you also have an option to work from home, here, you will save a lot of money.

SBI Securities Partner Commission

Revenue Sharing

20% - 30%

Per Client Acquisition

Zero

The SBI Securities Partner commission rates are written below.

  • When people you refer to SBI Securities spend money on their services, you get a commission. This commission is usually between 20% to 30% of the money they spend.
  • You don’t get a set amount for bringing in new clients. Your earnings depend on how much your referred clients spend, as mentioned in the first point.

SBI Securities Partner Profits or Income

Check out Profits & Expenses forecast of SBI Securities Affiliate Program.

Total Clients 600
Active Clients 165
Avg. Commission per Client 1,530
Total Brokerage 2,52,450
Partner’s Share (30%) 75,735
New Client Acquisition 45
Client Acquisition Income 0
Partner’s Income 75,735
Total Expenses 30,000
Partner’s Net Profit 45,735
Net Profit Margin 18%

The SBI Securities Partner has 600 clients, out of which 165 of them are active, meaning they’re using the services regularly.

Each client brings in about Rs.1,530 in earnings on average, giving a total of Rs.2,52,450. The partner gets 30% of this money, which is Rs.75,735.

While the partner brought in 45 new clients, there’s no extra payment for getting them.

After taking out expenses of Rs.30,000, the SBI Securities Associate’s profit is Rs.45,735, and that’s 18% of the total earnings.

So, this shows how much the partner earns and what’s left after paying expenses.

SBI Securities Partner Offers

Commission above 30%

No

Zero Investment

No

Free Advisory

Yes

Free Delivery Trading

No

Flat Brokerage Charges

No

1st Month Free Brokerage

No

Zero Brokerage on Loss Making Trades

No

As an SBI Securities Partner, you get something nice: they offer free advice. This means you can get help and suggestions about financial stuff like investing and trading without paying for it.

It’s helpful for you and the people you work with because it can make making good decisions about money more accessible.


SBI Securities Associate Program SWOT Analysis

Check out the detailed SWOT Analysis on SBI Securities Dealership.

Strengths:

  • SBI Securities is a full-service broker offering various financial services and products. This can attract many different types of customers.
  • You get your money within 30 days to get paid immediately.
  • SBI Securities gives you support with marketing, which can help you find and keep customers.
  • This program is rated highly at 8.95 out of 10, which means it’s seen as a trustworthy and potentially profitable opportunity.
  • You can cover your initial costs and start making a profit in just one month. That’s quick!

Weakness:

  • They don’t offer free trading for some types of transactions. This means clients might have to pay fees for specific trades, which can be a downside if they want to save money.
  • The most you can earn as a commission is 30%. Some partners wish they could make more, especially if they have a lot of active clients.
  • They don’t have online training sessions or webinars. This can make it harder for partners and clients to learn about investing and stay updated on what’s happening in the market.

Opportunities:

  • The SBI Securities Partner Program could create a place where partners can learn more about finance and investing. This could include online courses and resources about money management, investing, and current financial trends. This way, partners can become more knowledgeable and better at helping their clients.
  • The program could provide partners with ready-made tools to market their services more effectively. For instance, they could offer templates for advertisements, social media content, and other promotional materials. This would save partners time and make it easier for them to find new clients.
  • Organizing events where partners can meet and collaborate could be beneficial. Partners can reach a larger audience and grow their businesses when working together. This would help partners discover new opportunities and increase their earnings.

Threats:

  • Keep an eye out for changes in the rules and laws about finance and marketing. Sometimes, new regulations can affect how the program works and how much money partners can make.
  • Many other companies are providing the same kind of service. Some might offer better deals or more money to partners. This could make it harder for the program to keep partners and clients.
  • Be careful about hackers trying to break into computers and steal information. If that happens, it could damage the program’s reputation and make partners and clients worry about their data.

SBI Securities Affiliate Program - Support

Acquisition Support

Yes

Products Training

Yes

Webinars

No

Advisory Support

Yes

Backoffice Support

Yes

Marketing Support

Yes

The SBI Securities Affiliate Program offers different kinds of help to its partners:

  • They assist partners in finding and bringing in new clients. This means they help partners learn how to attract people who want to invest.
  • Partners get training on the various financial products SBI Securities offers. This training helps partners understand these products better so they can explain them to their clients.
  • SBI Securities Affiliate support also includes advice on financial matters. This means partners can ask questions and get suggestions about investments and trading.
  • The program supports partners with tasks like paperwork and other office work. This helps partners manage their work more smoothly.
  • Partners receive marketing support. This includes materials and tools to help partners promote SBI Securities’ services and attract more clients.

This support will make partners more successful and help them succeed in the affiliate program.

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SBI Securities Partner Program - Office Requirement

Area in Sq. Ft.

200 - 300 sq.ft.

No. of Employees

Atleast 2 (Optional)

Dealer Terminal

Mandatory

Mobile or Telephones

Mandatory

Call Recording

Optional

Laptops or Computers

Mandatory

CCTV

Mandatory

Reception

Mandatory

Managers Cabin

Not mandatory

For the SBI Securities Partner Program, here are the office requirements.

  • You need an office space between 200 to 300 square feet.
  • You should have at least two employees, but this is optional.
  • An SBI Securities Agent must have a dealer terminal and a computer trading system.
  • It would help to have mobile phones or regular telephones for communication.
  • Call recording is optional, so it’s up to you whether you want to use it.
  • It would help if you had laptops or computers for your work.
  • A manager’s cabin is not mandatory, so you choose whether you want one.

SBI Securities Partner Dashboard Link

Web Platform

App Platform

NA

The SBI Securities Partner Dashboard is helpful for partners. It lets them keep an eye on how well they’re doing, like how much money they’re making and how many clients they’re getting, all in real time.

Partners can also use it to manage their clients and see what they’re doing with their accounts.

The dashboard even provides materials for partners to use in their marketing, like ads and banners, which makes it easier to attract and keep clients.

Partners can also create reports to understand client behaviour and earnings better. If they need help, they can quickly get in touch with support.

Plus, they can access the dashboard from anywhere with the internet, so it’s super convenient.


SBI Securities Affiliate Login

The SBI Securities Affiliate Login lets partners use it to get into their accounts in the affiliate program. They have their username and password to enter.

Once inside, partners can see how well they’re doing, like how much money they’re making and who their clients are.

It’s a safe place where only partners can see this information. The login page helps partners keep their affiliate business private and secure.

SBI Securities Associate Backoffice - Features

Lead Addition Link

Yes

Manual Lead Addition

Yes

Lead Stage Info

Yes

Lead Info Backend Change

No

Lead Deletion

No

Leads Report

Yes

Clients Activation Report

Yes

Clients Portfolio Report

No

Monthly Payout Report

Yes

  • Partners can use the add new leads feature to add potential clients to their accounts. It’s an easy way to keep track of people who might be interested in SBI Securities’ services.
  • If partners have info about potential clients from sources other than the link, they can manually add them to their account.
  • Partners can see how far along their potential clients are in the process of becoming actual clients. This helps partners know which leads are promising and which ones still need attention.
  • Partners get a report detailing their leads, so they know what’s happening with each one.
  • The client activation report tells partners how many of their leads have become active clients. It’s a way to see their success in turning potential clients into real ones.
  • Partners can generate monthly earnings reports to see how much money they’ve made. It breaks down their commissions and earnings for that month so they can keep track of their income.

These features in the SBI Securities Partner Backoffice help partners manage their business and understand how well they’re doing.

SBI Securities Partner Desk

Call Support

022-68545555

Email Support

helpdesk@sbicapsec.com

If you need assistance with the SBI Securities Partner Desk, you can contact their customer support desk through the following channels:

You can reach them at 022-68545555 for immediate assistance over the phone.

Alternatively, you can email them at helpdesk@sbicapsec.com to get in touch and address your inquiries or concerns through email.

SBI Securities Remisier Review or Ratings by Finec.in

Overall Rating

8.85 / 10

Commission

8.81 / 10

Investment

8.95 / 10

Breakeven

8.88 / 10

Support

8.80 / 10

Experience

8.78 / 10

SBI Securities Associate Program - Products Offered

Equity

Offered

Derivatives

Offered

Commodity

Offered

Currency

Offered

Mutual Fund

Offered

PMS or PCG

Offered

IPOs / FPOs / NCDs

Offered

Foreign Stocks

Not offered

Insurance

Offered

Loans

Offered

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SBI Securities Affiliate Program - Trading Platforms Offered

Trading App

Yes

Web Trading Platform

Yes

Trading Terminal

Yes

Algo Trading Platform

No

Robo Advisory Platform

No

Thematic Investment Platform

No

Foreign Stocks Investment Platform

No

Backoffice Platfrom

Yes

How to Become a SBI Securities Partner? - Eligibility Criteria

Age

21+

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Compulsory

To become a SBI Securities Agent, you must meet some essential requirements. First, you should be at least 21 years old and be a citizen of India.

Also, you should have finished your graduation. A National Institute of Securities Markets (NISM) certificate is essential.

This shows you’ve completed the needed training in financial markets.

Once you meet these criteria, you can become a partner with SBI Securities and join their affiliate program for financial marketing.

SBI Securities Dealership - Documents Required

Partner Agreement

Mandatory

Identity Proof - Aadhaar

Mandatory

Address Proof - Aadhaar / Rental Agreement

Mandatory

PAN

Mandatory

Passport Size Photo

Mandatory

Bank Account Details

Mandatory

Bank Cancelled Cheque

Mandatory


SBI Securities Affiliate Program – Conclusion

In conclusion, the SBI Securities Affiliate Program is a promising opportunity for those interested in affiliate programs.

With a wide range of financial products and strong support from the SBI Securities team, it offers a solid platform for partners to grow their affiliate business.

The Partner Dashboard, access to marketing resources, and support services make this program attractive for individuals looking to establish a successful career in financial affiliate marketing.


FAQs on SBI Securities Associate Business

Here is the list of FAQs related to the SBI Securities Associate Partner:

Is there a SBI Securities Partner Program available?

Yes, SBI Securities provides a Partner Program with promising earning opportunities.

How many partners are currently associated with SBI Securities?

SBI Securities currently boasts a network of over 500 partners.

What’s the earning potential for SBI Securities Partners?

SBI Securities Partners have the potential to earn up to Rs.45,735.

How do I go about becoming a SBI Securities Associate Partner?

To become an SBI Securities Associate Partner, you must meet the eligibility criteria, including being at least 21 years old, an Indian citizen, a graduate, and owning a compulsory NISM certificate.

Who exactly are SBI Securities Agents?

SBI Securities Agents act as intermediaries, promoting SBI Securities’ financial products and services to potential clients.

What’s the cost to become a SBI Securities Affiliate?

To become an SBI Securities Affiliate, you’ll need to make an investment ranging from Rs.17,500 – Rs.47,500.

What’s the commission structure for SBI Securities Associates?

SBI Securities Associates can earn a commission from 20% to 30%.

Do SBI Securities Agents have access to a back-office system?

Yes, SBI Securities agents do have access to a back-office system.

Is it necessary to have a SBI Securities Demat Account to become a Partner?

Yes, having an SBI Securities Demat Account is mandatory to become a partner in the SBI Securities Partner Program.

How can I get in touch with SBI Securities’s Partner Desk?

You can get in touch with SBI Securities’s Partner Desk by giving them a call at 022-68545555 or sending them an email at helpdesk@sbicapsec.com for assistance and inquiries.


 

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