Relationship Manager(Off-role)

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

Job summary

SBI MUTUAL FUND (SBIMF) is looking for a Relationship Manager for Bengaluru to drive branch sales and build lasting client relationships. You will prospect new customers, coordinate with branches, and collaborate with distributors, banks and institutions to promote SBIMF products.

The role requires strong communication, account management and presentation skills, with a focus on regulatory and taxation knowledge, to ensure a compliant and growth-oriented sales approach in the local market.

Qualifications

• Quick thinking and problem-solving skills.
• Ability to work independently and as a team.
• Excellent communication and active listening.
• Strong account management and presentation skills.
• Understanding of our products and a clear idea about competitors.
• Thorough understanding of regulatory framework and taxation laws.
• Positive and enthusiastic attitude with customer focus.

Responsibilities

• Coordinate with SBI Branches in the Region / Location and assume full accountability for all sales in the Branch.
• Sell SBIMF products at the location and build relationships with customers to generate sales.
• Prospect new clients through various channels such as network, database, references and open market.
• Liaise with investors, distributors, banks and institutions for selling and targeting schemes identified by the Business Head.
• Organize investor awareness programs and maintain healthy business relations with customers to secure repeat business.
• Penetrate targeted key accounts and identify upsell opportunities while ensuring adherence to sales processes.
• Achieve monthly, quarterly and yearly business plans and drive channel development and network growth.
• Ensure compliance with Information Security Policy and regulatory requirements.

Skills

Quick thinking

Independent work

Team player

Communication skills

Active listening

Account management

Presentation skills

Regulatory knowledge

Taxation laws

Customer focus

Result oriented

Job description

Role & 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.
• The 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.
• Prospecting of customers through New client acquisition, network, database, 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

• Comply with and promote adherence to the organizations Information Security Policy and
• related procedures, ensuring all activities align with regulatory requirements.

Preferred candidate profile

• 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