Broking Wealth Relationship Manager | SBI Securities |

Role & responsibilities

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

Preferred candidate profile

People with good communication skill.

Client Acquisition Experience

Interested candidates can mail their resumes on Shibla.khan@sbicapsec.com