Relationship Manager ( Retail)

SBI MUTUAL FUND (SBIMF); Hazaribagh; On-site; INR 900,000 - 1,500,000; Full time

Job summary

SBI Mutual Fund seeks a dynamic sales and distribution professional to drive marketing and distribution strategies. You will tap multiple channels including national distributors, private banks, and IFAs to expand SBIFM’s retail footprint and build a high-performing sales team.

The role emphasizes strong communication, market analysis, regulatory awareness, and a proactive, customer-focused approach to achieve growth and profitability for the AMC.

Qualifications

• Excellent communication skills, written and verbal.
• Strong account management and presentation abilities.
• Thorough understanding of our products and competitive offerings.
• Solid understanding of regulatory framework and taxation laws.
• Positive, enthusiastic attitude with customer focus and results orientation.
• Negotiation and channel management skills; data-driven decisions.

Responsibilities

• Formulate marketing and distribution plans for national distributors, private banking channels, and IFAs.
• Increase market share in Retail channel.
• Plan distribution of SBIFM products to IFA, private banks, and distributers.
• Oversee and contribute to regular client reporting.
• Execute short/long-term sales plans for the branch.
• Follow up with leads to convert opportunities across products.

Skills

Communication

Presentation

Account management

Negotiation

Channel management

Customer focus

Regulatory knowledge

Taxation understanding

Job description

Role & responsibilities

• Formulation of the marketing and the distribution plan to tap business from the respective channels (i.e., National Distributors, Private Banking Channel, Individual Financial Advisors) for the AMC based on overall strategy
• Significantly Increase the market share of AMC in the Retail channel.
• Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA, Private Banks, ND
• Oversee and contribute to preparation of regular client reporting
• Contribute of implementation of the Short / long term sales plan for the branch
• Regular follow-up with all potential leads across products for effective conversion
• Develop, implement strategy to achieve planned growth objectives in the geographies
• Help in communicating a strong and vibrant brand
• Build, maintain an effective sales team
• MFD Certification, Conduct trainings
• Investor Awareness Programs
• Overall contribution/profitability of the AMC
• Comply with and promote adherence to the organizations Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.

Preferred candidate profile

• Excellent Communication Skills, Written & Verbal
• 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
• Negotiation and Channel Management Skills
• Result Orientation - Concern for Excellence