Relationship Manager

SBI MUTUAL FUND (SBIMF); Kolhapur District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a Relationship Manager to drive institutional sales and manage key accounts across Kolhapur region. The role focuses on direct engagement with Family Offices, HNIs, SMEs, and corporates, expanding the institutional investor base and growing AUM.

Candidates should have 5+ years in MF/wealth RM, with proven access to large relationships and a track record in equity and debt markets. Prior experience in channel development and upselling is essential.

Qualifications

• MBA/Graduate with 5+ years of industry experience in directly handling Family Offices / HNI / SME clients / Corporates, preferably in Kolkata.
• SME clients are defined as Educational Institutes / Hospitals / Trusts / Mid-size companies.
• Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National Distributors, having direct access to the above-mentioned relationships.
• Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
• Good knowledge of Equity, Debt Markets and Financial Market & also Global Market.

Responsibilities

• Responsible for Institutional sales or Key Accounts Management.
• Experience in directly handling Family Offices / HNI / SME clients / Corporates.
• Drive business growth in Institutional Investor Space for the Company.
• An Expert in B2B sales, Corporate / Institutional Sales
• New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
• Primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Liaising with Corporates / distributors / banks / institutions / SMEs
• Building and maintaining healthy business relations with Institutional Investors
• 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

Skills

Institutional sales

Key accounts management

B2B sales

Corporate sales

New client acquisition

Relationship management

Channel development

Networking

AUM management

Liaison with corporates & banks

Education

MBA/Graduate

Job description

Role & responsibilities

• Responsible for Institutional sales or Key Accounts Management.
• Experience in directly handling Family Offices / HNI / SME clients / Corporates.
• Drive business growth in Institutional Investor Space for the Company.
• An Expert in B2B sales, Corporate / Institutional Sales
• New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
• Primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Liaising with Corporates / distributors / banks / institutions / SMEs
• Building and maintaining healthy business relations with Institutional Investors
• 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

Preferred candidate profile

• MBA/Graduate with 5+ years of Industry Experience in directly handling Family Offices / HNI / SME clients / Corporates preferably in Kolkata
• SME clients are defined as Educational Institutes / Hospitals / Trusts / Mid-size companies.
• Candidates from MF Industry / Wealth RMs of Pvt Banks or Corporate / National Distributors, having direct access to the above-mentioned relationships.
• Having experience in managing own book size of over Rs 300 Cr of AUM in core assets.
• Good knowledge of Equity, Debt Markets and Financial Market & also Global Market

MFD Certified