Relationship Manager- Retail Channel

SBI MUTUAL FUND (SBIMF); Ajmer; On-site; INR 600,000 - 1,000,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a results-driven Sales and Marketing professional to formulate and execute distribution plans across national distributors, private banking channels, and IFAs. The role focuses on expanding market share in the Retail channel, planning product distribution, and driving branch-level sales growth through effective leadership and training.

Candidates should show strong communication, negotiation, and regulatory knowledge, with experience in retail sales and channel

Qualifications

• Master's or professional qualification required.
• Undergraduate degree required.
• NISM Certification desirable.
• Minimum 2 years in Retail Sales or equivalent experience.

Responsibilities

• Formulate marketing and distribution plans to tap business from National Distributors, Private Banking Channel, and IFAs.
• Significantly increase SBIFM's market share in Retail channel.
• Plan distribution of the full range of investment products to IFA, Private Banks, and ND.
• Oversee and contribute to regular client reporting.
• Contribute to the short/long-term sales plan for the branch.
• Follow up with potential leads across products for effective conversion.
• Develop and implement strategies to achieve growth in given geographies.
• Help communicate a strong, vibrant brand and build an effective sales team.
• Conduct trainings and support MFD Certification.
• Organize Investor Awareness Programs and improve profitability.

Skills

Communication skills

Account management

Presentation skills

Product knowledge

Regulatory awareness

Negotiation

Channel management

Customer focus

Result orientation

Education

Master's degree or professional qualifications

Undergraduate degree

NISM Certification

Job description

Role and 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 organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.”

Skills & Competencies

• 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

Qualification & Experience

• A Master's degree/professional qualifications
• Undergraduate degree;
• NISM Certified
• At least 0 2 years experience in the Retail Sales