Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Palakkad; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

SBI Mutual Fund invites applications for a senior business development leader to drive Retail Banking, ND and IFA channel growth in the region. The role focuses on building a strong distribution network, executing marketing and promotional activities, and delivering quality sales across all retail channels.

The ideal candidate will have 8–10 years in Retail Channel, including 3–5 years as Channel Head in the asset management space, with a strong emphasis on relationship management and strategic

Qualifications

• Undergraduate degree; NISM Certified.
• Masters degree or professional qualifications.
• 8–10 years experience in Retail Channel including 3–5 years as Channel Head in Asset Management.

Responsibilities

• Drive the entire BD for Retail Business Private Banking, ND & IFA for the Region.
• Ensure marketing and promotional activities with the retail distribution channel of the region.
• Ensure quality sales and service to all channel partners of distributions.
• Promote and enhance business of various products across all retail distribution channels.
• Build and develop relationships across IFAs, Banks & ND Channel.
• Set up the entire network of IFAs in the region.
• Develop and implement strategy to achieve growth objectives for the channel.
• Run RNR programs to push AUM.
• Develop, execute and manage retail strategy and tactical business plan; assess market opportunities and risk appetite.
• Ensure mobilization for schemes is best in industry.
• Communicate a strong and vibrant brand.
• Increase market share in the channel business.
• Liaise with distributors/banks/institutions for selling/targeting schemes identified by Business Head.

Skills

Business Development

Relationship Management

Leadership

Effective Communication

Analytical Skills

Interpersonal Skills

Liaison

Decision Making

Selling Skills

Networking

Education

Undergraduate degree; NISM Certified

Masters degree or professional qualifications

Job description

Roles & Responsibilities

• Responsible to drive the entire BD for Retail Business Private Banking, ND & IFA for the Region.
• To ensure marketing activities and business promotional activities with the entire retail distribution channel of region.
• To ensure quality sales and service to all channel partners of distributions.
• To promote and enhance business of various products and offerings in all the channels of retail distribution.
• To build, develop & enhance relationships across IFA's, Banks & ND Channel
• Setting up the entire network of IFAs in the Region,
• Develop, implement strategy to achieve planned growth objectives for their channel
• Run RNR programs to push the AUM
• Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• Ensuring increase in Market share in their respective channel business.
• Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.

Skill Set

• Business Development and Customer Management skills;
• Relationship/ People Management Skills,
• Leadership skills, Effective Communication skills; and
• Analytical skills, Interpersonal Skills, Liaison Maintaining Capacity, Decision making capability, selling skills and networking skills for achieving Regional Sales targets

Qualifications & Experience

• Undergraduate degree; NISM Certified
• A Masters degree/professional qualifications
• At least 8 - 10 years experience in Retail Channel including a minimum of 3-5 years as Channel Head in the Asset Management Industry