Relationship Manager- Retail Sales

SBI MUTUAL FUND (SBIMF); Rajamahendravaram, Tirupati, Guntur District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

SBI Mutual Fund (SBIMF) seeks a dynamic marketing and distribution professional in India to design and execute plans across National Distributors, Private Banking, and IFAs to grow the AMC's market share in the Retail channel.

The role emphasizes formulating channel strategies, overseeing client reporting, training teams, and driving growth through effective brand communication and end-to-end sales execution within the branch network.

Qualifications

• Excellent communication skills, both written and verbal.
• Account management and presentation skills are essential.
• Thorough understanding of our products and knowledge of competitors.
• Strong grasp of regulatory framework and taxation laws.
• Positive, enthusiastic attitude and customer-focused mindset.
• Result-oriented approach with a focus on outcomes.
• Negotiation and channel management capabilities.
• Commitment to excellence and performance.

Responsibilities

• Formulate the marketing and distribution plan to tap business from ND, Private Banking, and IFAs for SBIMF.
• Significantly increase SBIMF's market share in the Retail channel.
• Plan distribution of the full range of SBIMF products to IFA, Private Banks, and ND.
• Oversee and contribute to regular client reporting.
• Contribute to the implementation of short/long-term sales plans for the branch.
• Follow up with potential leads across products to convert them.
• Develop and implement strategies to achieve growth in geographies.
• Communicate a strong and vibrant SBIMF brand.
• Build and maintain an effective sales team.
• Conduct MFD certification and trainings for staff.
• Organize Investor Awareness Programs.
• Improve overall profitability and contribution of the AMC.
• Ensure adherence to Information Security Policy and regulatory requirements.

Skills

Communication skills

Account management

Presentation skills

Product knowledge

Regulatory understanding

Taxation laws

Customer focus

Negotiation

Channel management

Result oriented

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