Wealth Relationship Manager
Pathanamthitta, Kerala, India · Tempo total
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- Vagas
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- Publicado
- há 10 horas
- Modo de trabalho
- No escritório
- Educação
- Qualquer graduado
- Elegibilidade
- Any graduate is eligible to apply for this position.
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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.