Relationship Manager ( SBG )

SBI MUTUAL FUND (SBIMF); Visakhapatnam; On-site; INR 502,000 - 837,000; Full time

Job summary

SBI Mutual Fund (SBIMF) seeks an energetic Relationship Manager to drive sales across Visakhapatnam and nearby areas. You will coordinate with SBI branches, build a robust investor network, and promote SBIMF products to achieve growth targets.

The role requires strong communication, presentation skills, and a customer-focused, results-driven mindset, with a solid grasp of regulatory requirements.

Qualifications

• Experience in selling financial products and managing client relationships.
• Familiarity with regulatory and taxation aspects relevant to mutual funds.

Responsibilities

• Coordinate with SBI branches in the region to drive sales.
• Own accountability for sales outcomes at the branch.
• Prospect customers through various networks to generate new business.
• Build investor relationships and promote SBIMF products at the location.
• Organize investor awareness programs and maintain regulatory compliance.

Skills

Quick thinking

Problem-solving

Independent worker

Team player

Communication skills

Active listening

Account management

Presentation skills

Product knowledge

Regulatory awareness

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