Wealth Relationship Manager
Pathanamthitta, Kerala, India · పూర్తి సమయం
దరఖాస్తు చేసుకునే వారిలో మొదటి వ్యక్తిగా ఉండండి
- అనుభవం
- ఏదైనా
- జీతం
- —
- ఖాళీలు
- 1
- పోస్ట్ చేయబడింది
- 13 గంటల క్రితం
- పని విధానం
- కార్యాలయంలో
- విద్య
- ఏదైనా పట్టభద్రుడు
- అర్హత
- Any graduate is eligible to apply for this position.
- పునఃప్రారంభం
- దరఖాస్తు చేసుకోవాలి
మీరు ఎక్కడ పని చేస్తారు
ఉద్యోగ వివరణ
About SBI Securities Ltd.
SBI Securities Ltd. represents a trustworthy and dependable partner in investment services, operating as a fully-owned subsidiary of SBI Capital Markets Ltd and part of the State Bank Group, India's largest banking conglomerate. With extensive experience and a distinguished reputation, SBI Securities continues to lead in the financial sector by prioritizing client needs and delivering excellent service to investors across diverse segments.
Role Overview and Responsibilities
- Collaborate closely with Wealth Relationship Managers (RMs) and maintain regular visits to SBI Wealth Branches and Hubs to foster strong relationships with wealth management officials.
- Drive the acquisition of new Wealth Demat accounts by promoting SSL Wealth Demat services within SBI Wealth Branches and Hubs.
- Conduct training and awareness sessions for Wealth RMs focused on Demat and trading accounts to enhance knowledge and service delivery.
- Manage Wealth, NRI, and Non-Individual Demat account acquisitions, oversee Assets Under Management (AUM) collection, account activations, and contribute to income generation.
- Supervise daily business activities ensuring timely delivery of services, achievement of key performance indicators (KPIs), and maintenance of consistent service quality.
- Emphasize client acquisition, account activation, and enhancing overall customer experience.
Desired Skills and Attributes
- Exceptional communication skills combined with active listening capabilities.
- Strong presentation skills with confidence in conveying complex information in a clear and simple manner.
- Excellent persuasion and interpersonal interaction skills promoting customer engagement.
- Comprehensive understanding of Demat accounts and diverse investment product offerings.
- Customer-centric mindset with a focus on meeting targets and delivering measurable results.
Additional Details
Location: Pathanamthitta, India
Interested candidates may forward their resumes directly to the provided contact or WhatsApp number.