Relationship Manager

SBI MUTUAL FUND (SBIMF); Rajkot; On-site; INR 600,000 - 900,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a dynamic marketing and distribution professional to tap business from IFAs and drive market share growth for the AMC. The role focuses on planning distribution, implementing sales plans, and coordinating client reporting across geographies.

The candidate should hold a Masters or professional qualification with a Graduate degree and NISM Certification, and have 2–5 years of experience in mutual funds or financial services.

Qualifications

• Masters degree or professional qualifications required.
• Graduate degree required.
• NISM Certification required.

Responsibilities

• Formulation of the marketing and the distribution plan to tap business from IFAs 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 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 potential leads across products for effective conversion.
• Develop and implement strategy to achieve growth objectives in geographies.
• Help in communicating a strong and vibrant brand.
• Conduct trainings.
• Investor Awareness Programs.
• Drive overall profitability of the AMC.

Education

Masters degree / professional qualifications

Graduate

NISM Certified

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

• A Masters degree/professional qualifications
• Graduate
• NISM Certified
• At least 2– 5 years’ experience