Relationship Manager- Retail Sales

SBI MUTUAL FUND (SBIMF); Hyderabad; Sur place; INR 900 000 - 1 800 000; Plein temps

Résumé du poste

SBI MUTUAL FUND (SBIMF) is seeking a dynamic professional to lead marketing and distribution efforts in Hyderabad. The role focuses on tapping channels like ND, IFA, Private Banks, and PB to expand market share and deliver strong client reporting.

You will drive strategy, oversee training, branding, and compliance, while building a high-performing sales team to achieve growth targets and investor awareness programs.

Qualifications

• Excellent written and verbal communication skills.
• Strong account management and stakeholder handling abilities.
• Clear understanding of SBIMF products and competitive landscape.
• Good grasp of regulatory framework and taxation laws.

Responsabilités

• Formulation of the marketing and distribution plan to tap business from channels (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.
• Plan 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 short/long term sales plan for the branch.
• Regular follow-up with potential leads across products for effective conversion.
• Develop and implement strategy to achieve growth objectives in geographies.
• Help communicate a strong and vibrant brand.
• Build and maintain an effective sales team.
• MFD Certification, conduct trainings.
• Investor Awareness Programs.
• Ensure compliance with Information Security Policy and regulatory requirements.

Connaissances

Communication skills

Account management

Presentation skills

Product understanding

Regulatory knowledge

Taxation awareness

Negotiation

Channel management

Result orientation

Description du poste

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