Relationship Manager- (SBG Channel)

SBI MUTUAL FUND (SBIMF); Jaipur; On-site; INR 350,000 - 550,000; Full time

Job summary

SBI Mutual Fund (SBIMF) in Jaipur seeks a Relationship Manager to drive SBIMF product sales, build investor relations, and achieve sales targets. The role emphasizes prospecting clients, networking, and maintaining strong customer relations in and around the location. A graduate with 1–3 years experience and knowledge of equity/debt markets are preferred, with MDF certification advantageous.

Qualifications

• Minimum 1–3 years of industry experience.
• Good knowledge of Equity and Debt Markets is an advantage.
• MDF Certification preferred.
• Graduate with 1–3 years of Industry Experience.

Responsibilities

• Coordinate with SBI Branches in the region and location.
• Assume full accountability for all sales in the branch.
• Sell SBIMF products and build relationships in and around the location.
• Prospect customers through new client acquisition, network, and references.
• Organize investor awareness programs and maintain client relations.

Skills

Relationship mgmt

Sales

Communication

Presentation

Regulatory awareness

Customer focus

Education

Graduate

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 organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.”

Skills & Competencies

• 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

Preferred candidate profile

• Graduate with 1 -3 years of Industry Experience
• Good knowledge of Equity, Debt Markets will be added advantage
• MDF Certified