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.

Solid convincing and interpersonal skills.

Knowledge of Demat accounts and investment products.

Customer-focused and target-driven approach.

Locations: Andheri, Mumbai

Interested candidate's may share resume at [email protected]

📌 Wealth Relationship Manager II Andheri (Mumbai)
🏢 SBICAP Securities
📍 Mumbai