Relationship Manager- Retail Sales

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

Job summary

SBI Mutual Fund (SBIMF) seeks a dynamic sales and distribution professional to drive market share across ND, IFA, private banking, and retail channels in India.

You will strategize and execute distribution plans, build and lead a high-performing sales team, and ensure regulatory compliance while delivering client reporting and investor awareness programs.

Strong communication, channel management, and negotiation skills are essential to achieve growth in diverse geographies and banking networks.

Qualifications

• Excellent communication skills, written & verbal.
• Account management and presentation skills.
• Understanding of products and competition.
• Regulatory framework and taxation law knowledge.
• Positive and enthusiastic attitude.
• Customer focus and results orientation.
• Negotiation and channel management skills.
• Results-oriented with excellence mindset.

Responsibilities

• Formulation of the marketing and the distribution plan to tap business from channels (National Distributors, Private Banking Channel, IFAs) 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 to IFA, Private Banks, ND
• Oversee and contribute to preparation of regular client reporting
• Contribute to 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

Excellent communication skills

Account management skills

Excellent presentation skills

Understanding of products & market

Regulatory framework knowledge

Taxation laws understanding

Positive & enthusiastic attitude

Customer focus & results orientation

Negotiation & channel management

Results-oriented mindset

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