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Sbicap Securities

Wealth Relationship Manager

Sbicap Securities

Pathanamthitta, Kerala, India · 全职

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1
发布
12小时前
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在办公室
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任何毕业生
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职位描述

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.

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