Relationship Manager- Banking Channel

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

Job summary

SBI Mutual Fund SBIMF is seeking a Relationship Manager to coordinate sales efforts across SBI branches in the region. You will own the sales process, build strong investor relationships, and drive the distribution of SBIMF products in and around the designated location.

The role requires MBA or equivalent graduate qualifications with 2–5 years of industry experience, familiarity with equity and debt markets, and MDF certification.

Qualifications

• MBA and Graduate with 2–5 years of industry experience.
• Good knowledge of Equity and Debt Markets is a plus.
• MDF Certification is preferred.

Responsibilities

• Coordinate with SBI Branches in the Region and Location.
• Own accountability for sales in the Branch.
• Sell SBIMF products at the location and surrounding areas; build relationships.
• Prospect customers via new client acquisition, networks, data, references, and open market.
• Liaise with investors, distributors, banks, and institutions for selling targeted schemes.
• Organize investor awareness programs and maintain healthy customer relations.
• Penetrate key accounts and create upsell opportunities; ensure sales processes are followed.

Skills

Communication

Presentation

Account management

Team player

Independent work

Problem solving

Regulatory knowledge

Customer focus

Education

MBA

Graduate

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