Relationship Manager- Banking Channel

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

Job summary

SBI Mutual Fund is seeking a Relationship Manager in Karnataka to drive SBIMF product sales, build client relationships, and expand the branch network. You will coordinate with SBI branches, target accounts, and investors, while organizing awareness programs and ensuring adherence to sales processes.

The role requires strong communication, presentation, and market knowledge, with an emphasis on client acquisition and upselling within the region.

Qualifications

• MBA and graduate with 2-5 years of industry experience.
• Good knowledge of Equity and Debt Markets is an added advantage.
• MDF Certification

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 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 investors / distributors / banks / institutions 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

Quick thinking

Independent & team

Excellent communication

Account management

Product knowledge

Regulatory knowledge

Positive attitude

Customer focus

Education

MBA and Graduate with 2-5 years experience

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