Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Hyderabad; On-site; INR 600,000 - 1,000,000; Full time

Job summary

SBI Mutual Fund invites a proactive Relationship Manager to drive sales at our Hyderabad region. You will coordinate with SBI branches, own the end-to-end sales process, and build strong relationships with investors, distributors, banks, and institutions to generate growth.

Key responsibilities include prospecting new clients, organizing investor awareness programs, and achieving monthly, quarterly and yearly sales targets while adhering to regulatory requirements and company policies.

Qualifications

• Strong understanding of regulatory framework and taxation laws.
• Proven track record in sales and client acquisition.

Responsibilities

• Coordinate with SBI Branches in the Region and Circle for sales.
• Assume full accountability for all sales in the Branch.
• Prospect customers through new client acquisition and network.
• Build and maintain relationships with investors, distributors, banks and institutions.
• Organize investor awareness programs.
• Achieve monthly, quarterly and yearly sales targets.
• Ensure adherence to sales processes and regulatory requirements.

Skills

Communication skills

Independence

Team player

Presentation skills

Relationship management

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