Relationship Manager - Institutional Sales & ND

SBI MUTUAL FUND (SBIMF); Belagavi District; On-site; INR 900,000 - 1,350,000; Full time

Job summary

SBIMF is seeking a result-driven Relationship Manager to mobilise mutual fund sales through institutional and national distribution channels. The role focuses on selling SBIMF products, building strong relationships with corporates, distributors, banks, and institutional investors.

You will drive growth in the institutional investor space, manage key accounts, and work with cross-functional teams to meet monthly, quarterly and annual business plans.

Qualifications

• MBA required with relevant finance or management focus.
• 3–6 years of industry experience in financial sales.
• Strong knowledge of equity, debt markets, and global markets.
• MFD Certified holder.

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 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

Institutional sales

Channel development

Networking

Presentation skills

Relationship management

Treasury & fixed income knowledge

Communication skills

Regulatory & taxation compliance

Education

MBA

Graduate degree

MFD Certified

Job description

This position will be responsible for mobilising Mutual Fund Sales through an Institutional channel / national distribution 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