Relationship Manager- Banking Channel

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

Job summary

SBIMF in Coimbatore seeks a Relationship Manager to drive sales of SBIMF products, build strong investor relationships, and meet regional targets.

The role emphasizes prospecting, coordinating with SBI branches, conducting investor awareness programs, and maintaining channel networks to grow business while complying with regulations.

Qualifications

• MBA and a graduate with 2–5 years of industry experience.
• Good knowledge of Equity, Debt Markets will be added advantage.
• MDF Certified.

Responsibilities

• Coordinate with SBI Branches in the Region / Location.
• Assume full accountability for all aspects of sales in the Branch.
• Primary responsibility of a Relationship Manager is selling SBIMF products in the location and surrounding areas.
• Prospect customers through new client acquisition, networks, data base, references and open market.
• Liaise with investors/distributors/banks/institutions for selling targeted schemes identified by Business Head.
• Organize Investor Awareness Programs to build relationships.
• Maintain healthy business relations with customers and secure repeat business.
• Penetrate targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and achieve monthly/quarterly/yearly business plans.
• Develop channels and networks for channel sales.

Skills

Problem solving

Team player

Communication

Account management

Presentation skills

Product knowledge

Regulatory knowledge

Customer focus

Education

MBA

Graduate degree

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