Investment Manager (B2C) - SBI Securities
Stock Market Trading Asset & Wealth Management
An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Role & responsibilities
A.Self-Sourced Investment Sales
- Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels.
- Conduct comprehensive financial assessments, risk profiling, and product suitability analysis.
- Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid).
- Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling
B.Dealer Support & Assisted Sales
- Partner with broking dealers to identify clients with investment potential.
- Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and closure
- Help dealers structure investment pitches and provide technical support on product features, performance, and benefits
- Track and report conversion rates, revenue contribution, and share of wallet expansion from assisted cases.
C.Dealer Training & Development
- Organize regular in-branch and virtual training programs covering:
- Product knowledge (MF, PMS, Bonds etc.)
- Sales skill enhancement (prospecting, objection handling, closing techniques)
- Market updates and tactical ideas
- Develop easy-to-use sales pitches and FAQs for effective client closures.
- Mentor and coach assigned dealers via field visits and feedback sessions.
Preferred candidate profile
- 5-8 years in mutual fund sales, wealth advisory, or investment product distribution
- NISM-Series V-A (Mutual Fund) and NISM XXI-A (PMS Distribution) Mandatory
- Investment advisory, sales negotiation, training, MIS reporting, stakeholder management
Skills
Mutual FundsSIFPortfolio Management ServicesCorporate FDPMSMFBondFixed IncomeCIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
We are proud of our lineage. SBICAP Securities Ltd (SSL) is the broking arm of the State Bank Group and a wholly owned subsidiary of SBI Capital Markets Ltd. SSL commenced operations in the first quarter of the financial year of 2006-2007 with a view to providing primary and secondary capital market access to investors both within the Group as also in the wider public domain. SSL seeks to become a leading financial intermediary, having a diversified customer base, broad range product offerings and State-of- the-Art execution and servicing capabilities and believes that financial inclusion can be achieved in Capital markets through affordable institutionalized, professional set ups that bring transparency and reliability to the table. The Company currently has in its fold a wide segment of clients including Banks, Financial Institutions, FIIs, Mutual Funds, Corporates, High Networth Individuals, Non-Resident Indians and Retail domestic investors. Its broking product range covers Institutional and Retail Equity, Derivatives, Depository Participant services, On-Line trading and a wide variety of Third Party Distribution products.
Similar Jobs
View all
New Stock Market Trading Asset & Wealth Management roles in Pune.
One email a day. Unsubscribe any time.
