Team Lead Wealth | SBI Securities

Wealth Team Manager : SBI Securities

Role & responsibilities

1. Oversee Wealth Team Business. Responsible for mentoring team for Client Interactions and account management.
2. Strategic planning and coordination with SSL Leadership and SBI Bank Wealth Team objectives.
3. Team Building and Creating an inspiring team environment with an open communication culture.
4. To Conduct Regular Client Meetings and responsible for identifying customer needs, assessing their risk appetite and providing them Investment Options.
5. To Mentor Team for New Client Acquisition, Building new Relationship and increasing the depth of existing Relationships.
6. To have a clear focus on client mining.

Preferred candidate profile

Team Handling experience of 25-30 people

Handled the team of RMs

Relevant candidates can mail us on shibla.khan@sbicapsec.com