Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Kollam, Kottayam, Kozhikode district; On-site; INR 500,000 - 900,000; Full time

Job summary

SBI Mutual Fund (SBIMF) seeks a Relationship Manager in Kollam, Kerala, to drive sales of SBIMF products and build strong client relationships in the region.

The role focuses on acquiring new clients, coordinating with SBI branches, distributors, and banks, and organizing investor awareness programs.

You will work to achieve monthly, quarterly, and annual targets while ensuring adherence to sales processes and regulatory requirements.

Qualifications

• Must possess quick thinking and problem-solving abilities.
• Excellent communication and active listening skills are essential.
• Strong account management and presentation skills required.
• Sound understanding of regulatory frameworks and taxation laws.
• Good product knowledge and awareness of competitors' offerings.
• Positive attitude with customer-centric approach and results orientation.

Responsibilities

• Coordinate with SBI Branches in the Region/Location.
• Assume full accountability for all aspects of sales in the Branch.
• Coordinate with SBI Branches in the Circle/RBO/Location.
• Sell SBIMF products at the location and build investor relationships.
• Prospect customers through new client acquisition, network, references and open market.
• Liaise with investors, distributors, banks and institutions for selling targeted schemes.
• Organize investor awareness programs.
• Develop and maintain healthy business relations with customers and secure repeat business.
• Penetrate key accounts and originate upsell opportunities.
• Ensure adherence to sales processes and regulatory requirements.
• Achieve monthly, quarterly and yearly business plans.
• Develop channel relationships and networking for channel sales.

Skills

Quick thinking

Communication skills

Active listening

Account management

Presentation skills

Teamwork

Regulatory knowledge

Product knowledge

Positive attitude

Customer focus

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