Relationship Manager- Retail Sales

SBI MUTUAL FUND (SBIMF); Panipat; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

SBI Mutual Fund (SBIMF) in India seeks a dynamic sales and distribution leader to formulate and implement marketing and distribution plans across National Distributors, Private Banking, and IFAs. You will drive growth and expand market share for the AMC in the Retail channel.

This role focuses on channel management, strategic planning, client reporting, and building a high-performing sales team, while ensuring compliance with regulatory and information security policies.

Qualifications

• Strong understanding of financial products and competition.
• Knowledge of regulatory framework and taxation laws.
• Excellent communication and presentation abilities.
• Proven negotiation and channel management skills.
• Customer-focused with results-driven attitude.

Responsibilities

• Formulate marketing and distribution plan for the AMC across ND, IFA, Private Banks.
• Significantly increase 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 for effective conversions.
• Develop and implement growth strategies across geographies.
• Contribute to a strong, vibrant brand image.
• Build and maintain an effective sales team.
• MFD certification and conducting trainings.
• Investor awareness programs.
• Ensure compliance with Information Security Policy and regulatory requirements.

Skills

Communication Skills

Account Management

Presentation Skills

Negotiation

Channel Management

Customer Focus

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