Relationship Manager

SBI MUTUAL FUND (SBIMF); Jamshedpur; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

SBI Mutual Fund seeks a results-driven marketer to formulate and execute marketing and distribution plans targeting the IFA channel. The role focuses on increasing AMC share in IFAs, planning product distribution, and producing regular client reports.

You will develop growth strategies across geographies, conduct trainings, and lead investor awareness programs while ensuring regulatory compliance and information security alignment.

Qualifications

• Formulation of marketing and distribution plans
• Experience in managing IFA channel
• Ability to present to stakeholders and train teams

Responsibilities

• Formulation of the marketing and the distribution plan to tap business from IFAs
• Increase market share of AMC in the IFA channel
• Planning distribution of investment products to IFAs
• Oversee client reporting
• Implement short/long term sales plan
• Follow-up with leads for conversion
• Develop strategies for growth across geographies
• Communicate brand effectively
• Conduct trainings and investor awareness programs
• Ensure compliance with information security policies and regulatory requirements

Skills

Communication skills

Account management

Channel management

Presentation skills

Negotiation

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
• Comply with and promote adherence to the organizations Information Security Policy and
• related procedures, ensuring all activities align with regulatory requirements.

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