Relationship Manager

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

Job summary

SBI Mutual Fund (SBIMF) is seeking a Regional Relationship Manager to spearhead business development across Private Banking and National Distribution channels in Meghalaya/Shillong. The role emphasizes building private bank partnerships, expanding distributor networks, and achieving sales targets while ensuring regulatory compliance.

The ideal candidate will possess strong relationship management, communication, and presentation skills, with a deep understanding of the tax regime and regulatory

Qualifications

• Experience in driving business development for banking channels.
• Ability to build and enhance relationships with private banks.
• Strong prospecting and client acquisition skills.
• Must adhere to regulatory requirements and tax laws.
• Target-driven with strong market and industry analysis.
• Excellent communication and presentation abilities.
• Independence plus ability to work in a team.

Responsibilities

• Drive the entire BD for Private Banking Channel in the region.
• Build, develop and enhance relationships across Private Banks.
• Set up network of Private Banks in the region.
• Drive BD for National Distribution Channel in the region.
• Ensure smooth relationships with ND's for growth.
• Develop network for National Distributors.
• Achieve monthly, quarterly & yearly sales targets.
• Communicate a strong and vibrant brand.
• Penetrate targeted key accounts and upsell opportunities.
• Ensure adherence to sales processes and regulatory requirements.
• Prospect customers through new client acquisition and open market.
• Market & industry analysis to increase sales.

Skills

Relationship building

Communication

Sales & BD

Presentation skills

Regulatory knowledge

Problem solving

Team player

Job description

Role & responsibilities :-

• Responsible for driving the entire BD for Private Banking Channel for the Region.
• To build, develop & enhance relationships across Private Banks
• Setting up the entire network of Private Banks in the Region,
• Responsible for driving the entire Business Development for National Distribution Channel for the Region.
• Ensure effective and smooth relationship with ND's in the region for growth in business.
• Developing the entire network for National Distributors
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• 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.
• Responsible for achieving Sales Targets, Sales patterns in the market.
• Market & industry analysis, Generating & increasing sales.
• Prospecting of customers through new client acquisition, network, database, References and open market.
• To penetrate all targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan
• Comply with and promote adherence to the organizations Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.

Preferred candidate profile :-

• Quick thinking and problem-solving skills
• Able to work independently and as a team player
• Excellent verbal communication skills and active listening skills
• 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