Relationship Manager - Wealth

What You'll do

Roles & Responsibilities:

1. Responsible for Direct Client Interactions, Account Management and Driving Revenue.
2. Responsible for identifying customer needs, assessing their risk appetite and providing them with Investment options.
3. Assist in New Client Acquisition, building new Relationship and increasing the depth of existing Relationships.
4. Conduct Regular Client Meetings and update same in meeting tracker.
5. Provide Regular updates to the clients regarding the market changes and subsequent changes to the portfolios.
6. Have a clear focus on client mining.

Location : Andheri - Mumbai

Qualification : Any Graduation/ Post Graduation

Certification : NISM 8 (Equity Derivative)

Age : Upto 40 Years

Candidates may also send their resume to Pushpendra.solanki@sbicapsec.com

Whatsapp : 9116539974

Thanks & Regards,

Team HR

SBICAP Securities Ltd.