Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Ramgarh; On-site; INR 500,000 - 700,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a Relationship Manager for the Ramgarh region to drive sales of SBIMF products and build lasting investor relationships. You will coordinate with local SBI branches, acquire new clients, and promote investor awareness programs.

The role requires strong communication, presentation skills, and a solid grasp of the regulatory landscape to ensure compliant growth and repeat business in the market around Ramgarh, Jharkhand.

Qualifications

• Demonstrated sales experience in financial products and client acquisition.
• Clear understanding of regulatory frameworks and taxation basics.
• Strong interpersonal and negotiation skills for relationship building.

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 surrounding areas.
• Prospect customers through new client acquisition, networks, references, and open market.
• Liaise with investors, distributors, banks, and institutions for selling targeted schemes.
• Organize investor awareness programs.
• Build and maintain healthy business relations with customers; secure repeat business.
• Penetrate targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and regulatory requirements.
• Achieve monthly, quarterly, and yearly business plans.
• Develop channels and networking for channel sales.

Skills

Quick thinking

Independent work

Communication

Active listening

Account management

Presentation skills

Product knowledge

Regulatory understanding

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