Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Mangaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

SBI Mutual Fund invites applications for a Relationship Manager to drive SBIMF product sales at the assigned location in Karnataka region. You will build and maintain relationships with investors, distributors, banks, and institutions, organize investor awareness programs, and coordinate with branches to achieve sales targets.

Strong communication, product knowledge, and market awareness are essential for success in this role.

Qualifications

• MBA or graduate with 2–5 years of industry experience.
• Good knowledge of equity and debt markets.
• MDF Certification.

Responsibilities

• Coordinate with SBI Branches in the region to drive SBIMF product sales.
• Own all sales accountability for the branch and build relationships with investors.
• Prospect new clients through networks, references, and open market.
• Organize investor awareness programs and seminars.
• Achieve monthly, quarterly and yearly business targets.
• Develop channel partnerships and upsell SBIMF schemes.

Skills

Quick thinking

Independent work

Communication skills

Account management

Presentation skills

Product knowledge

Regulatory knowledge

Taxation laws

Positive attitude

Customer focus

Education

MBA

Graduate degree

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