Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Chamarajanagar; On-site; INR 400,000 - 700,000; Full time

Job summary

SBI Mutual Fund (SBIMF) seeks a Relationship Manager to drive sales across the branch and surrounding locations in Karnataka. You will build investor relations, coordinate with branches, and lead new client acquisition through networks and references.

The role requires strong communication, account management skills, and an understanding of equity and debt markets. You will organize investor awareness programs and work toward meeting quarterly and annual business plans.

Qualifications

• MBA or equivalent degree with sales experience preferred
• Strong knowledge of equity and debt markets is advantageous
• MDF certification is a plus but not mandatory

Responsibilities

• Coordinate with SBI Branches in the region and location to drive sales
• Own accountability for sales performance at the branch
• Build relationships with investors, distributors, and banks to target SBIMF schemes
• Prospect new clients through networks, references, and open market
• Organize investor awareness programs and secure repeat business
• Penetrate key accounts and upsell SBIMF products
• Ensure adherence to sales processes and achieve monthly/quarterly/yearly targets

Skills

Quick thinking

Independent & team player

Excellent communication

Account management

Product knowledge

Regulatory & taxation basics

Positive attitude

Customer focus

Education

MBA

Graduate

MDF Certified

Job description

Role and Responsibilities

• Coordination with SBI Branches in the Region / Location.
• Assume full accountability for all aspects of sales in the Branch
• Coordination with SBI Branches in the Circle / RBO / Location.
• Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Prospecting of customers through New client acquisition, network, data base, References and open market.
• Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• Co-ordination & Organizing Investor Awareness Programs
• Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.
• 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 & Competencies

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

Qualification & Experience

• MBA & Graduate with 2 5 years of Industry Experience
• Good knowledge of Equity, Debt Markets will be added advantage
• MDF Certified