Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Madurai District, Chennai, Coimbatore District; On-site; INR 400,000 - 700,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a Relationship Manager for the Tamil Nadu region (Madurai). The role focuses on selling SBIMF products, building investor relations, and achieving sales targets through branch coordination, new client acquisition, and effective channel management.

Candidate should have strong communication, presentation, and problem-solving skills, with a customer-focused, results-driven mindset and thorough understanding of regulatory and taxation matters.

Qualifications

• Proven sales experience and ability to work independently
• Excellent communication and presentation skills
• Strong understanding of regulatory framework and taxation matters
• Customer-focused and results-driven approach

Responsibilities

• Coordination with SBI Branches in the Region/Location.
• Assume full accountability for all sales in the Branch.
• Sell SBIMF products at the location and build relationships.
• Prospecting of customers through new client acquisition.
• Liaise with investors/distributors/banks for selling targeted schemes.
• Organize Investor Awareness Programs.
• Build and maintain healthy business relations and secure repeat business.
• Penetrate key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and requirements.
• Achieve monthly, quarterly & yearly business plans.
• Develop channels & networking for channel sales.
• Comply with Information Security Policy and regulatory requirements.

Skills

Sales experience

Team player

Communication skills

Presentation skills

Problem solving

Customer focus

Account management

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