Providing research-based advice on investments, such as equity, insurance, mutual funds, and structured products Managing portfolios for existing clients Providing advice on financial planning, including retirement planning, tax planning, and goal-based investingGenerating business and references to meet sales targets.

Responsible for helping customers with their financial and investment planning

Account opening process and activation process build good relationships with the customer for future business.

Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account

responsible for the sales and development of the credit/debit/gift cards of SBI in the allocated region/market as per the bank's guidelines.