Relationship Manager- Banking Channel

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

Job summary

SBI Mutual Fund (SBIMF) is seeking a motivated Relationship Manager to drive sales at the Jalandhar region and nearby areas. You will cultivate investor relations, acquire new clients, and promote SBIMF products through branch coordination and market networking.

You will build a robust client base, deliver presentations, and coordinate investor awareness programs while meeting monthly and quarterly targets. The role demands regulatory awareness and a customer-focused, results-driven approach.

Qualifications

• MBA and graduate with 2-5 years of industry experience.
• Knowledge of Equity and Debt markets preferred.
• MDF Certification is a plus.

Responsibilities

• Sell SBIMF products at the designated location and surrounding areas.
• Build relationships with customers and generate repeat business.
• Prospect new clients via networks, references, and open market.
• Coordinate with SBI branches and distributors to target schemes.
• Plan and conduct investor awareness programs.
• Achieve monthly, quarterly, and annual sales targets.
• Ensure adherence to sales processes and regulatory requirements.

Skills

Quick thinking

Independent work

Excellent communication

Presentation skills

Account management

Regulatory knowledge

Customer focus

Team player

Education

MBA

Graduate

MDF Certification

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

Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.”

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