Relationship Manager

SBI MUTUAL FUND (SBIMF)

14 days+

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Formulation of the marketing and distribution plan to tap business from IFAs for the AMC based on overall strategy.
Significantly increase the market share of AMC in the IFA channel.
Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFAs.
Oversee and contribute to preparation of regular client reporting.
Implement the short and long term sales plan.
Regular follow-up with all potential leads across products for effective conversion.
Develop and implement strategy to achieve planned growth objectives in the geographies.
Help in communicating a strong and vibrant brand.
Conduct trainings.
Investor Awareness Programs.
Overall contribution/profitability of the AMC.

Masters degree/Professional qualifications

Graduate

NISM Certified

Role & responsibilities

Formulation of the marketing and the distribution plan to tap business from the respective channel (i.e. Individual Financial Advisors) for the AMC based on overall strategy
Significantly Increase the market share of AMC in the IFA Channel.
Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFAs
Oversee and contribute to preparation of regular client reporting
Implement the Short / long term sales plan
Regular follow-up with all potential leads across products for effective conversion
Develop, implement strategy to achieve planned growth objectives in the geographies
Help in communicating a strong and vibrant brand
Conduct trainings
Investor Awareness Programs
Overall contribution/profitability of the AMC

Preferred candidate profile