Relationship Manager - Institutional Sales

SBI MUTUAL FUND (SBIMF); Chennai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

SBI MUTUAL FUND (SBIMF) in Chennai seeks an experienced Relationship Manager to mobilise Mutual Fund sales through institutional channels. The role focuses on institutional sales and key accounts management, driving business growth in the institutional investor space, and acquiring new corporate clients across large, medium and SME segments.

You will liaise with corporates, distributors, banks and institutions, build and maintain healthy relations with institutional investors, penetrate key

Qualifications

• MBA with 3–6 years of institutional sales experience.
• Strong understanding of equity, debt markets and financial markets.
• Self-starter with ability to work independently and in a team.

Responsibilities

• Responsible for Institutional sales or Key Accounts Management.
• Drive business growth in Institutional Investor Space for the Company.
• New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
• Liaising with Corporates / distributors / banks / institutions / SMEs.
• Building and maintaining healthy business relations with Institutional Investors.
• 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

Institutional sales

B2B sales

Relationship management

Treasury & Fixed Income

Communication skills

Channel development

Networking

Education

MBA

MFD Certified

Job description

This position will be responsible for mobilising Mutual Fund Sales through an Institutional channel.

Roles and Responsibilities

• Responsible for Institutional sales or Key Accounts Management.
• Drive business growth in Institutional Investor Space for the Company.
• An Expert in B2B sales, Corporate / Institutional Sales / National distribution sales
• New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
• 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.
• Liaising with Corporates / distributors / banks / institutions / SMEs
• Building and maintaining healthy business relations with Institutional Investors
• 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

• Wide network of contacts across intermediaries / Institutional Investors / Corporate Investors
• Self-starters and goal oriented
• Understanding of Treasury and Fixed Income products
• Able to work independently and as a team player
• Excellent verbal 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 3 - 6 years of Industry Experience
• Good knowledge of Equity, Debt Markets and Financial Market & also Global Market
• MFD Certified