Relationship Manager

SBI MUTUAL FUND (SBIMF); Jalandhar; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A leading financial services company is seeking a Relationship Manager in Jalandhar to oversee all sales aspects and build client relationships for SBIMF products. The candidate will coordinate with SBI branches, drive new client acquisition, and conduct investor awareness programs. This role requires strong sales and networking skills, along with a focus on achieving business plans.

Responsibilities

• Coordinate with SBI Branches in the region.
• Accountable for all sales aspects in the branch.
• Sell SBIMF products and build relationships for sales.

Job description

Role & responsibilities

• Coordination with SBI Branches in the Region / Location.
• Assume full accountability for all aspects of sales in the Branch
• Coordination with SBI Branches in the Circle / RBO / Location.
• Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Prospecting of customers through New client acquisition, network, data base, References and open market.
• Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• Co-ordination & Organizing Investor Awareness Programs
• Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.
• To penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan.
• Channel Development & networking skills for achieving Channel Sales