Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Ajmer; On-site; INR 400,000 - 600,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a Relationship Manager to drive sales in Ajmer and surrounding areas. You will coordinate with SBI branches, build investor relationships, and secure new clients while meeting monthly, quarterly and yearly targets.

The role emphasizes understanding SBI MF products, regulatory requirements, and strong presentation skills to engage distributors, banks, and institutions.

Qualifications

• Strong understanding of SBI MF products and competitive landscape.
• Regulatory framework and taxation laws awareness.
• Ability to work independently and in a team.

Responsibilities

• Coordinate with SBI branches in the region for sales.
• Own accountability for all sales aspects in the branch.
• Prospect customers via new client acquisition and open market.
• Build investor relations and organize investor awareness programs.
• Achieve monthly, quarterly and yearly business plans.
• Channel development and networking for sales.

Skills

Communication

Active listening

Account management

Presentation skills

Problem solving

Team player

Independent worker

Customer focus

Regulatory knowledge

Taxation laws

Job description

Role & responsibilities

• Coordination with SBI Branches in the Region / Location.
• Assume full accountability for all aspects of sales in the Branch
• Coordination with SBI Branches in the Circle / RBO / Location.
• The primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Prospecting of customers through New client acquisition, network, database, References and open market.
• Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• Co-ordination & Organizing Investor Awareness Programs
• Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.
• To penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan.
• Channel Development & networking skills for achieving Channel Sales
• Comply with and promote adherence to the organizations Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.

Preferred candidate profile

• Quick thinking and problem-solving skills
• Able to work independently and as a team player
• Excellent communication skills and active listening skills
• 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