Sbicap Securities
Hiring _Wealth Relationship Manager_Pathanamthitta_Alappuzha
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Alappuzha, Kerala, India
Work mode:
Onsite
Published on:
13 August 2026
What they need
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.
Strong convincing and interpersonal skills.
Knowledge of Demat accounts and investment products.
Customer-focused and target-driven approach.
Locations: Pathanamthitta & Alappuzha
Interested candidates may share resume at
[email protected] or whats app resume on 9666028640
Thanks & Regards
Rohini H
Human Capital
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