Relationship Manager- Banking Channel

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

Job summary

SBI Mutual Fund is seeking a Relationship Manager in Karnataka to drive branch sales and build investor relations across the region. You will coordinate with SBI branches, acquire new clients, and promote SBIMF products to individuals and institutions.

You will manage accounts, present investment options, organize investor awareness programs, and work toward monthly and quarterly targets while ensuring regulatory compliance.

Qualifications

• MBA or graduate with 2–5 years of industry experience.
• Good knowledge of Equity, Debt Markets will be an added advantage.
• MDF Certification or MDF Certified

Responsibilities

• Coordinate with SBI Branches in the Region.
• Assume full accountability for all aspects of sales in the Branch.
• Primary responsibility of Relationship Manager is selling SBIMF products at the location.
• Prospecting of customers through new client acquisition, network, data base, references and open market.
• Liaising with investors / distributors / banks / institutions for selling / targeting schemes identified by the Business Head.
• Coordinate & Organize Investor Awareness Programs.
• Build and maintain healthy business relations with customers, ensuring satisfaction and repeat business.
• Penetrate targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and requirements.
• Achieve monthly, quarterly & yearly business plans.
• Channel development & networking for channel sales

Skills

Quick thinking

Independent worker

Communication

Account management

Presentation skills

Product knowledge

Regulatory knowledge

Customer focus

Education

MBA or Graduate with 2-5 years experience

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