Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Madurai District; On-site; INR 350,000 - 500,000; Full time

Job summary

SBI MUTUAL FUND (SBIMF) in Madurai is seeking a Relationship Manager to drive sales of SBIMF products in the region and surrounding areas. You will build strong relationships with investors, distributors, banks, and institutions to generate sales and secure repeat business.

The role requires proactive prospecting, channel development, and effective communication, with the ability to meet monthly and quarterly targets while adhering to regulatory requirements.

Qualifications

• Strong communication and active listening abilities.
• Ability to understand SBI products and competitive offerings.
• Understanding regulatory framework and taxation basics.

Responsibilities

• Coordinate with SBI branches in the region for sales.
• Sell SBIMF products at the location and generate sales.
• Prospect new clients and build investor networks.
• Organize investor awareness programs and maintain relations.
• Achieve monthly, quarterly and yearly business plans.
• Ensure adherence to sales processes and regulatory requirements.
• Develop and manage channel partnerships for sales.

Skills

Communication skills

Presentation skills

Independent work

Team player

Relationship management

Sales skills

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