Investment - Retail Distribution (B2C) - SBI Securities

Sbicap Securities

5 - 8 years

10 - 15 Lacs

pune jaipur delhi / ncr

Posted:15 hours ago| Platform:

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Skills Required

mutual funds sif portfolio management services corporate fd pms mf bond fixed income aif ncd

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels.
Conduct comprehensive financial assessments, risk profiling, and product suitability analysis.
Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid).
Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling

B.

Partner with broking dealers to identify clients with investment potential.
Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and closure
Help dealers structure investment pitches and provide technical support on product features, performance, and benefits
Track and report conversion rates, revenue contribution, and share of wallet expansion from assisted cases.

C.

Organize regular in-branch and virtual training programs covering:
Product knowledge (MF, PMS, Bonds etc.)
Sales skill enhancement (prospecting, objection handling, closing techniques)
Market updates and tactical ideas
Develop easy-to-use sales pitches and FAQs for effective client closures.
Mentor and coach assigned dealers via field visits and feedback sessions.

Preferred candidate profile

5-8 years in mutual fund sales, wealth advisory, or investment product distribution
NISM-Series V-A (Mutual Fund) and NISM XXI-A (PMS Distribution) Mandatory
Investment advisory, sales negotiation, training, MIS reporting, stakeholder management

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