Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Kollam; On-site; INR 500,000 - 700,000; Full time

Job summary

SBI MUTUAL FUND (SBIMF) invites a results-driven Relationship Manager to join our Kerala team based in Kollam. You will coordinate with SBI branches, drive sales of SBIMF products, and build lasting investor relationships in and around the location.

Your role includes prospecting new clients, leveraging networks, and organizing investor awareness programs. You will work independently yet collaborate with the Business Head to achieve monthly and yearly targets while ensuring compliance with

Qualifications

• MBA & 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.
• Own all sales activities at the branch.
• Coordinate with SBI Branches in the Circle / RBO / Location.
• Sell SBIMF products and build relationships to generate sales.
• Prospect customers via new client acquisition and referrals.
• Liaise with investors, distributors, banks and institutions to target schemes.
• Coordinate and organize investor awareness programs.
• Build lasting relationships to ensure satisfaction and repeat business.
• Penetrate key accounts and create upsell opportunities.
• Ensure adherence to sales processes.
• Achieve monthly, quarterly and yearly targets.
• Develop channels and network for channel sales.

Skills

Relationship Building

Sales Skills

Communication

Account Management

Presentation Skills

Regulatory Knowledge

Team Player

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