Relationship Manager- Retail Sales

SBI MUTUAL FUND (SBIMF); Kakinada, Srikakulam; On-site; INR 800,000 - 1,500,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a dynamic Marketing & Channel Management professional to formulate and execute distribution plans across NDs, IFAs and Private Banks. The role focuses on expanding SBIMF's Retail market share, planning channel distribution, and leading a capable sales team.

Responsibilities include client reporting, training, investor awareness programs, and ensuring regulatory compliance. Strong communication, negotiation, and product knowledge are essential.

Qualifications

• Excellent communication skills (written and verbal).
• Strong account management and presentation skills.
• Solid product knowledge and understanding of competitive landscape.
• Good grasp of regulatory and taxation laws.
• Positive, enthusiastic attitude.
• Customer-focused with a results orientation.
• Negotiation and channel management skills.
• Results-oriented with an excellence mindset.

Responsibilities

• Formulate marketing and distribution plans to tap business from channels (National Distributors, Private Banking, IFAs).
• Significantly increase SBIMF's market share in the Retail channel.
• Plan distribution of investment products to IFA, Private Banks, ND.
• Oversee and contribute to preparation of regular client reporting.
• Implement short/long-term sales plans for the branch.
• Follow up with leads across products for effective conversion.
• Develop strategies to achieve growth objectives in geographies.
• Communicate a strong and vibrant brand.
• Build and maintain an effective sales team.
• Obtain MFD Certification and conduct trainings.
• Conduct Investor Awareness Programs.
• Ensure compliance with Information Security Policy and regulatory requirements.

Skills

Communication

Account Management

Presentation Skills

Product Knowledge

Regulatory & Taxation

Positive Attitude

Customer Focus

Negotiation & Channel Management

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