Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Karnataka; On-site; INR 450,000 - 750,000; Full time

Job summary

SBI Mutual Fund (SBIMF) in Karnataka invites an experienced Relationship Manager to drive branch-level sales, build and manage customer relationships, and prospect new clients within the local region. You will coordinate with SBI branches, align with business heads, and execute targeted strategies to meet sales plans.

The role emphasizes deep product knowledge, regulatory awareness, and a proactive, customer-focused approach to generate sustainable business and maintain high client satisfaction.

Qualifications

• MBA or equivalent management qualification with relevant work exposure.

Responsibilities

• Coordinate with SBI Branches in the region to drive sales.
• Own accountability for all sales activities in the assigned branch.
• Build relationships with investors, distributors, banks and institutions for product selling.
• Plan and execute investor awareness programs and branch-level events.
• Penetrate key accounts and upsell SBIMF products.
• Ensure adherence to sales processes and achieve monthly and quarterly targets.

Skills

Quick thinking

Independent work

Team player

Excellent communication

Account management

Presentation skills

Product knowledge

Regulatory knowledge

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