Relationship Manager

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

Job summary

SBI Mutual Fund seeks a proactive professional to formulate and execute marketing and distribution plans across National Distributors, Private Banking, and IFAs. The role focuses on expanding the AMC's Retail market share and planning the spread of its investment products through key channels.

It also involves reporting, training, investor awareness, and driving branch growth. The ideal candidate will possess strong presentation skills, channel management experience, regulatory awareness, and a

Qualifications

• Excellent communication skills, written and verbal
• Account management and presentation skills
• Thorough understanding of products and competition
• Understanding of regulatory framework and taxation laws
• Positive and enthusiastic attitude
• Customer focus and result orientation
• Negotiation and channel management skills
• Result orientation - pursuit of excellence

Responsibilities

• Formulation of the marketing and distribution plan to tap business from channels (National Distributors, Private Banking, IFAs) for the AMC
• Significantly increase the market share of the AMC in the Retail channel
• Plan distribution of the full range of investment products and capabilities to IFA, Private Banks, and NDs
• Oversee and contribute to preparation of regular client reporting
• Contribute to the implementation of short/long term sales plans for the branch
• Regular follow-up with potential leads across products for effective conversion
• Develop and implement strategies to achieve growth objectives across geographies
• Help communicate a strong and vibrant brand
• Build and maintain an effective sales team
• MFD Certification, conduct trainings
• Investor awareness programs
• Ensure profitability of the AMC and comply with information security and regulatory policies

Job description

Role & responsibilities:

• Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy
• Significantly Increase the market share of AMC in the Retail channel.
• Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND
• Oversee and contribute to preparation of regular client reporting
• Contribute of implementation of the Short / long term sales plan for the branch
• 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
• Build, maintain an effective sales team
• MFD Certification, 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, Excellent Presentation Skills
• Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
• Thorough understanding of regulatory framework and Taxation Laws
• Positive and enthusiastic attitude
• Customer focus and result oriented approach
• Negotiation and Channel Management Skills
• Result Orientation - Concern for Excellence