Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Ambala; On-site; INR 500,000 - 900,000; Full time

Job summary

SBI MUTUAL FUND (SBIMF) is seeking a Relationship Manager to drive sales at regional branches and expand SBIMF product reach. You will prospect clients, liaise with banks and distributors, and organize investor awareness programs to build lasting relationships.

Ideal candidates demonstrate strong communication, independent work ethic, and excellent presentation skills with a solid understanding of SBIMF products and competitive offerings.

Qualifications

• Strong communication and active listening skills.
• Able to work independently and as part of a team.
• Excellent presentation skills.
• Thorough understanding of products and competitive landscape.

Responsibilities

• Coordinate with SBI Branches in the Region and Location.
• Own accountability for sales in the Branch.
• Coordinate with SBI Branches in the Circle / RBO / Location.
• Sell SBIMF products at the location and surrounding areas and build relationships for sales.
• Prospect customers through new client acquisition, network, references and open market.
• Liaise with investors, distributors, banks, institutions for selling targeted schemes identified by the Business Head.
• Coordinate & organize Investor Awareness Programs.
• Build and maintain healthy business relations with customers to secure repeat business.
• Penetrate all targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and regulatory requirements.
• Achieve monthly, quarterly & yearly business plans.
• Channel development & networking for channel sales.
• Comply with Information Security Policy and related procedures.

Skills

Relationship building

Sales

New client acquisition

Presentations

Regulatory knowledge

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