Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Pathanamthitta; On-site; INR 600,000 - 1,200,000; Full time

Job summary

SBI Mutual Fund is seeking a Relationship Manager to drive sales of SBIMF products at the assigned location in Kerala. You will coordinate with SBI branches, build investor networks, and manage client relationships to achieve monthly and quarterly sales targets.

The role requires 2–5 years of industry experience, MBA or graduate degree, and MDF certification. You will engage with distributors and banks, organize investor awareness programs, and stay compliant with regulatory and tax requirements.

Qualifications

• MBA or 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/Location.
• Own accountability for all sales in the Branch.
• Coordinate with Branches in the Circle/RBO/Location.
• Sell SBIMF products at the location and surrounding areas.
• Prospect customers via new client acquisition, network, data base, references and open market.
• Liaise with investors/distributors/banks for selling target schemes.
• Organize investor awareness programs.
• Build and maintain healthy customer relationships and secure repeat business.
• Penetrate key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and targets.
• Achieve monthly, quarterly and yearly business plans.
• Develop channel and network to achieve sales.

Skills

Problem solving

Independent worker

Communication

Account management

Presentation skills

Regulatory knowledge

Customer focus

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