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Sbicap Securities
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Wealth RM

Wealth RM

Sbicap Securities

1 - 5 years

2 - 4 Lacs

Kollam Kottayam Thrissur

Posted:1 month ago| Platform:

Apply

Skills Required

NRI Demat Account HNI Client Handling HNI Mutual Funds Portfolio Management NRI Services

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested Candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

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Wealth RM