Relationship Manager- Retail Sales

SBI MUTUAL FUND (SBIMF); Sivagangai, Nagercoil; On-site; INR 900,000 - 1,300,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a dynamic sales and distribution professional to lead market expansion across National Distributors, Private Banking channels and IFAs. The role emphasizes formulating marketing and distribution plans, growing SBIMF’s retail market share, and building a high-performing sales team.

Key responsibilities include planning product distribution, preparing client reports, and driving channel growth with regulatory compliance.

Qualifications

• Excellent communication and interpersonal skills required.
• Strong account management and channel management abilities.
• Presentation skills to articulate strategy to diverse stakeholders.
• Solid understanding of products and competitors.
• Clear understanding of regulatory framework and taxation laws.
• Positive and enthusiastic attitude with customer-centric mindset.

Responsibilities

• Formulate marketing and distribution plans for channels (ND, Private banking, IFA) per SBIFM strategy.
• Increase SBIMF market share in the Retail channel.
• Plan distribution of investment products to IFA, Private Banks, and ND.
• Prepare regular client reporting and maintain stakeholder communications.
• Contribute to short/long term sales plans for the branch and drive growth.
• Follow up with potential leads for product conversions across channels.
• Develop strategies to achieve growth objectives across geographies.
• Communicate a strong and vibrant brand presence.
• Build and maintain an effective sales team and provide trainings (MFD certs).
• Conduct Investor Awareness Programs and promote information security adherence.

Skills

Excellent communication

Account management

Presentation skills

Product knowledge

Regulatory awareness

Positive attitude

Customer focus

Negotiation

Channel management

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