Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Jalandhar; On-site; INR 450,000 - 650,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a Relationship Manager to drive sales at the Jalandhar location. You will coordinate with SBI branches regionally, assume full accountability for branch sales, and build strong investor and distributor relationships to generate business.

Prospect clients through networks and open market, organize investor awareness programs, and ensure compliance with sales processes and regulatory requirements.

Qualifications

• Strong problem solving and quick thinking under pressure.
• Ability to work independently and as part of a team.
• Excellent communication and active listening abilities.
• Solid account management and presentation skills.
• Clear understanding of products and competitive landscape.
• Good grasp of regulatory frameworks and taxation laws.
• Positive, enthusiastic attitude with customer focus and results orientation.

Responsibilities

• Coordinate with SBI Branches in the region to drive sales.
• Own accountability for all sales aspects at the branch.
• Collaborate with branches in the circle, RBO and location.
• Sell SBIMF products at the assigned location and build relationships.
• Prospect new clients via network, references and open market.
• Engage with investors, distributors, banks and institutions for selling targeted schemes.
• Organize investor awareness programs and events.
• Maintain healthy relations with customers and secure repeat business.
• Penetrate key accounts and identify upselling opportunities.
• Ensure adherence to sales processes and regulatory requirements.
• Achieve monthly, quarterly and annual business plans.
• Develop channels and networks for channel sales.
• Follow information security policies and regulatory guidelines.

Skills

Quick thinking

Problem solving

Independent work

Team player

Excellent communication

Active listening

Account management

Presentation skills

Product knowledge

Competitive analysis

Regulatory understanding

Taxation laws knowledge

Customer focus

Result oriented

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