Relationship Manager- Banking Channel

SBI MUTUAL FUND (SBIMF); Thiruvananthapuram; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a senior Business Development leader for Retail, Private Banking, ND and IFA segments in the region. The role focuses on driving the complete BD, coordinating marketing efforts, and ensuring quality service across all channel partners.

You will build the IFA network, promote product offerings, and execute growth strategies aligned with market opportunities. The ideal candidate has 8–10 years in retail channels within asset management, with 3–5 years in a

Qualifications

• Business Development and Customer Management skills.
• Relationship/ People Management skills; Leadership and communication.
• Analytical and interpersonal skills; ability to liaise with banks, IFAs and ND channels.

Responsibilities

• Drive the entire business development for Retail Business Private Banking, ND & IFA in the region.
• Coordinate marketing and promotional activities with the regional retail distribution channel.
• Ensure quality sales and service to all channel partners in distributions.
• Promote and enhance business of various products across retail distribution channels.
• Build and nurture relationships across IFAs, banks & ND channel; set up entire IFA network in the region.
• Develop and implement strategy to achieve growth objectives for the channel.
• Execute retail strategy and tactical business plan considering market opportunities and risk appetite.

Skills

Business Development

Customer Management

Relationship Management

Leadership

Effective Communication

Analytical skills

Interpersonal Skills

Networking

Decision Making

Education

Undergraduate degree

NISM Certified

Masters degree / 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