Relationship Manager- Retail Sales

SBI MUTUAL FUND (SBIMF); Hisar; On-site; INR 700,000 - 1,100,000; Full time

Job summary

SBI MUTUAL FUND (SBIMF) is seeking a dynamic professional to formulate marketing and distribution plans across channels including National Distributors, Private Banking, and IFAs. The role aims to increase retail market share and oversee client reporting, with a focus on growing branch sales and brand strength.

The ideal candidate will have strong account management and presentation skills, deep regulatory and taxation knowledge, and a customer-focused, results-driven mindset.

Qualifications

• Excellent communication skills, written and verbal.
• Account management and presentation skills.
• Thorough understanding of regulatory framework and taxation laws.
• Positive and enthusiastic attitude.
• Customer focus and results-oriented approach.
• Negotiation and channel management skills.
• Understanding of products and competitive landscape.

Responsibilities

• Formulate marketing and distribution plan for channels (NDs, Private Banking, IFAs) based on strategy.
• Significantly increase SBIMF's market share in the Retail channel.
• Plan distribution of investment products to IFA, Private Banks, ND.
• Oversee and contribute to regular client reporting.
• Implement short/long term sales plans for the branch.
• Follow up with potential leads across products for conversion.
• Develop strategies to achieve growth in geographies and build a strong brand.
• Communicate a strong and vibrant brand to stakeholders.
• Build and maintain an effective sales team.
• Obtain MFD Certification and conduct trainings.
• Organize investor awareness programs.
• Contribute to overall profitability of the AMC.
• Ensure compliance with Information Security Policy and regulatory requirements.

Skills

Communication skills

Account management

Presentation skills

Product knowledge

Regulatory knowledge

Taxation laws

Negotiation

Channel management

Customer focus

Results orientation

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