Relationship Manager- Banking Channel

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

Job summary

SBI Mutual Fund (SBIMF) invites applications for a Relationship Manager to drive branch sales across Karnataka, coordinating with SBI branches regionally and locally.

You will prospect customers, build investor relationships, organize awareness programs, and work to achieve monthly, quarterly and yearly targets while ensuring adherence to sales processes.

MBA or graduate with 2–5 years of industry experience is preferred; knowledge of equity and debt markets and MDF certification are advantageous.

Qualifications

• MBA or graduate with 2-5 years of industry experience.
• Good knowledge of equity and debt markets.
• MDF Certification.
• Quick thinking and problem-solving skills.
• Excellent communication and active listening.
• Independent worker and team player.
• Account management and presentation skills.
• Understanding of regulatory framework and taxation.

Responsibilities

• Coordinate with SBI Branches in the Region / Location.
• Assume full accountability for all aspects of sales in the Branch.
• Coordinate with SBI Branches in the Circle / RBO / Location.
• Sell SBIMF products at the location and nearby areas and build relationships for sales.
• Prospect customers via new client acquisition, networks, databases and references.
• Liaise with investors, distributors, banks and institutions to target schemes.
• Coordinate and organize investor awareness programs.
• Build and maintain customer relations to boost satisfaction and repeat business.
• Penetrate targeted key accounts and originate upsell opportunities.
• Ensure adherence to sales processes and requirements.
• Achieve monthly, quarterly and yearly business plans.
• Channel development and networking for channel sales.

Skills

Quick thinking

Independent work

Communication skills

Presentation skills

Product knowledge

Regulatory knowledge

Positive attitude

Customer focus

Education

MBA

Graduate with 2-5 years experience

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