Relationship Manager

SBI PENSION FUNDS PRIVATE LIMITED; Nagpur District, Nashik District; On-site; INR 450,000 - 650,000; Full time

Job summary

SBI PENSION FUNDS PRIVATE LIMITED is seeking a target-driven professional to grow NPS business across Corporate and Retail channels. You will work under the Territory Manager, engage channel partners, and drive lead generation for corporates, agents, and retail subscribers.

The role includes conducting NPS awareness sessions with HR/Finance heads, onboarding employees, and servicing clients and agents locally. Travel may be required to expand product visibility and opportunities.

Responsibilities

• The candidate is required to work under the guidance of Territory Manager and convert NPS business for Corporate as well as Retail Channel and achieve the assigned target.
• The candidate is also required to connect with the respective channel partners (SBI, SBI Life, SBI MF) and generate NPS leads for corporates, agents and retail subscribers.
• He/ She will have to follow-up with the Corporate Nodal Officers (HR Head/ C&B Head/ Finance Head/ CXO/ relevant authority) to conduct NPS awareness sessions for their employees and subsequently set up helpdesk in the corporates for onboarding their employees under NPS.
• The candidate would also be responsible to service the clients/ agents and provide them all the support needed at local level with the help of central team.
• The candidate would be responsible for achievement of PRAN (NPS a/c) target and AUM (Asset Under Management) with SBI Pension Funds.
• Responsible for conducting online/in-person presentations to senior management/employees and agents.
• Travel and create product visibility and build business profitability by researching, identifying and capitalising on new opportunities.

Job description

1. The candidate is required to work under the guidance of Territory Manager and convert NPS business for Corporate as well as Retail Channel and achieve the assigned target.

2. The candidate is also required to connect with the respective channel partners (SBI, SBI Life, SBI MF) and generate NPS leads for corporates, agents and retail subscribers.

3. He/ She will have to follow-up with the Corporate Nodal Officers (HR Head/ C&B Head/ Finance Head/ CXO/ relevant authority) to conduct NPS awareness sessions for their employees and subsequently set up helpdesk in the corporates for onboarding their employees under NPS.

4. The candidate would also be responsible to service the clients/ agents and provide them all the support needed at local level with the help of central team.

5. The candidate would be responsible for achievement of PRAN (NPS a/c) target and AUM (Asset Under Management) with SBI Pension Funds.

6. Responsible for conducting online/in-person presentations to senior management/employees and agents.

7. Travel and create product visibility and build business profitability by researching, identifying and capitalising on new opportunities.