Role & responsibilities

Position: Wealth RM

Minimum Experience: 5 Years (Mandatorily as a Dealer/Advisor)

Reporting To: Market Head Wealth

Key Responsibilities

- Drive Small case business and revenue among existing clients.
- Drive MTF utilization and revenue from eligible clients.
- Generate and increase brokerage revenue through active client engagement and trading activity.
- Identify opportunities to increase client trading frequency and wallet share.
- Provide market updates, trading/investment insights and execution support to clients.
- Actively engage with the assigned client base and increase client activity.
- Monitor and achieve assigned brokerage, MTF and Smallcase revenue targets.
- Track client-level revenue, trading activity and business performance.
- Maintain regular follow-up with clients to improve activation and revenue contribution.
- Ensure all client interactions and transactions comply with applicable SEBI, exchange and SBI Securities guidelines.

Preferred candidate profile





- Graduate in any discipline.
- Minimum 5 years of relevant experience in stock broking, wealth management, dealing or capital markets.

Key Skills

- Robust knowledge of Equity Markets, MTF, Smallcase and brokerage products/services.
- Strong client engagement and communication skills.
- Revenue and target-oriented approach.
- Good understanding of trading and investment products.
- Ability to analyse client activity and identify revenue opportunities.
- Strong compliance orientation.

Mandatory NISM Certifications

- NISM Series V

- NISM Series VIII
- NISM Series XXV-A

(Candidates who do not currently possess the required certifications should be willing to obtain the certifications before joining, subject to applicable regulatory requirements.) Interested Candidate may send in your resumes to [email protected] or WhatsApp: (phone hidden)

📌 Walk-in || Relationship Manager -Wealth (Wealth Dealer) (Bengaluru)
🏢 SBICAP Securities
📍 Bengaluru