Relationship Manager- Banking Channel

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

Job summary

SBI MUTUAL FUND (SBIMF) is seeking a Relationship Manager in Karnataka to drive SBIMF product sales in Shimoga District and surrounding areas. You will build investor networks, coordinate with branches, distributors, banks, and institutions, and lead investor awareness programs.

The role requires strong communication, account management, and the ability to work independently or as part of a team to achieve monthly, quarterly, and annual sales targets, with knowledge of equity and debt markets.

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 or required where applicable.

Responsibilities

• Coordinate with SBI Branches regionally and manage sales accountability.
• Sell SBIMF products at the location and nearby areas.
• Prospect new clients through networks, references, and open market.
• Coordinate investor awareness programs and build investor relations.
• Maintain relationships to drive repeat business and reach targets.

Skills

Quick thinking

Independent work

Excellent communication

Account management

Presentation skills

Product knowledge

Regulatory understanding

Education

MBA

Graduate degree

MDF Certification

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