Investment - Retail Distribution (B2C) - SBI Securities

4 days ago

Delhi Jaipur NCR Pune, India Sbicap Securities Full time ₹ 5,00,000 - ₹ 15,00,000 per year

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

Location : Pune, Jaipur, Delhi, Hyderabad

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