Job Description
Roles & Responsibilities:
Liaising with Wealth RMs
Regular Visit to SBI Wealth Branches/Hubs and better connect with wealth officials.
Responsible for new Wealth Demat A/C acquisition
Training & awareness of Wealth RMs regarding Demat and trading a/c
Marketing & Branding of SSL Wealth Demat within SBI Wealth Branches/Hubs
Responsible for Wealth/NRI/Non-Individual Demat Acquisitions, AUM collection, Activations & Income generation.
Overseeing daily business operations to ensure timely deliverables, achievement of KPIs, and consistent service quality.
Key focus areas include client acquisition and activation.
Key Competencies:
Excellent communication and active listening skills
. Confidence and strong presentation abilities.
Ability to explain information clearly and simply.
Strong convincing and interpersonal skills.
Knowledge of Demat accounts and investment products.
Customer-focused and target-driven approach.
Locations: Pathanamthitta
Interested candidated may share resume at
rohini.h@sbicapsec.com or whats app resume on 9666028640
Thanks & Regards
Rohini
Human Capital
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