Relationship Manager

SBI MUTUAL FUND (SBIMF); Ahmednagar; On-site; INR 700,000 - 900,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a marketing and distribution professional to drive business with Individual Financial Advisors (IFAs). The role focuses on formulating strategies, expanding SBIMF’s IFA channel share, and coordinating product distribution across the full SBIFM range.

The candidate will lead planning, execution of sales plans, and regular client reporting to support growth in the Maharashtra region, including Ahmednagar, with a strong emphasis on relationship management and

Qualifications

• Excellent written and verbal communication.
• Strong account management and presentation skills.
• Negotiation and channel management ability.
• Result oriented with commitment to excellence.
• Analytical and data-driven approach to sales strategy.

Responsibilities

• Formulation of the marketing and distribution plan to tap business from IFAs.
• Significantly increase SBIMF's market share in the IFA channel.
• Plan distribution of the full range of SBIFM products to IFAs.
• Oversee and contribute to regular client reporting.
• Implement the short and long-term sales plans for growth.
• Regular follow-up with potential leads across products for conversion.
• Develop and implement strategy to achieve growth objectives in geographies.

Skills

Communication

Account management

Negotiation

Presentation

Analytical skills

Job description

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

• Excellent Communication Skills, Written & Verbal
• Account Management skills and Presentation Skills
• Negotiation and Channel Management Skills
• Result Orientation - Concern for Excellence
• Analytical Skills