Relationship Manager(OffRoll)

SBI MUTUAL FUND (SBIMF); Patna; On-site; INR 300,000 - 600,000; Full time

Job summary

SBI Mutual Fund (SBIMF) in Patna is seeking a Relationship Manager to drive branch sales, promote SBIMF products, and build strong client relationships with SBI branches in the region.

The role involves prospecting clients, coordinating with investors, distributors, banks, and institutions, organizing investor awareness programs, and ensuring adherence to sales processes while achieving monthly and yearly targets.

Qualifications

• Quick thinking and problem-solving skills.
• Independent and team player.
• Excellent communication and listening skills.
• Account management and presentation skills.
• Understanding of our products and competition.
• Understanding regulatory framework and taxation laws.
• Positive and enthusiastic attitude.
• Customer focus and result orientation.

Responsibilities

• Coordinate with SBI branches in the region/location.
• Take full accountability for all sales at the branch.
• Coordinate with SBI Branches in the Circle / RBO / Location.
• Sell SBIMF products at the location and build relationships with customers.
• Prospect customers via new client acquisition, network, references and open market.
• Liaise with investors / distributors / banks / institutions for selling targeted schemes.
• Coordinate & organize investor awareness programs.
• Build and maintain healthy business relations with customers, securing repeat business.
• Penetrate all targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and requirements.
• Achieve monthly, quarterly & yearly business plan.
• Channel development & networking skills for achieving Channel Sales.
• Comply with and promote adherence to Information Security Policy and related procedures, ensuring regulatory alignment.

Skills

Relationship mgmt

Sales & BD

Channel development

Networking

Communication skills

Presentation skills

Customer focus

Problem solving

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