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 solid 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: Shimla

Interested candidate's may share resume at

[email protected]

Thanks & Regards

📌 Wealth Relationship Manager II Shimla
🏢 SBICAP Securities
📍 Shimla