Relationship Manager- Regional Rural Bank

SBI MUTUAL FUND (SBIMF)

Jaipur

On-site

INR 400,000 - 700,000

Full time

5 days ago
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Job summary

SBI Mutual Fund (SBIMF) invites applications for a Relationship Manager to drive branch-based sales and after-sales service for Regional Rural Banks and other local clients.

You will coordinate with Head Office and regional offices, prospect new customers, upsell SBIMF schemes, organize investor awareness events, and build lasting relationships to achieve monthly and quarterly targets.

Responsibilities

  • Coordinate with Regional Rural Banks Head Office and Regional Business Offices and Cross Selling Managers.
  • Assume full accountability for all aspects of sales and after sales service for RRBs
  • Generate Treasury Investments from Head Office and Retail business from Branches.
  • Primary responsibility of a Relationship Manager is selling of SBIMF products at the Branch 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 / Cross Selling Manager 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.

Job description

Role & responsibilities:
  • Coordination with Regional Rural Banks Head Office and Regional Business Offices and Cross Selling Managers.
  • Assume full accountability for all aspects of sales and after sales service for RRBs
  • Generate Treasury Investments from Head Office and Retail business from Branches.
  • Primary responsibility of a Relationship Manager is selling of SBIMF products at the Branch 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 / Cross Selling Manager 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.
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