Relationship Manager- (SBG Channel)

SBI MUTUAL FUND (SBIMF); Mandi; On-site; INR 250,000 - 420,000; Full time

Job summary

SBI Mutual Fund (SBIMF) in Himachal Pradesh seeks a Relationship Manager to drive branch-level sales of SBIMF products and build strong client relations in the region. You will prospect clients, coordinate with SBI branches, manage accounts, organize investor awareness programs, and strive to meet monthly, quarterly, and yearly business plans.

Candidates should have 1–3 years in financial services, knowledge of equity/debt markets, and MDF certification; the role emphasizes adherence to

Qualifications

• Graduate with 1–3 years of industry experience.
• Knowledge of Equity and Debt Markets is advantageous.
• MDF Certification is preferred or beneficial.

Responsibilities

• Coordinate with SBI Branches in the region and location.
• Assume full accountability for all aspects of sales in the Branch.
• Sell SBIMF products at the location and build relationships for repeat business.
• Prospect customers through new client acquisition, network, database, references and open market.
• Liaise with investors, distributors, banks, and institutions for selling targeted schemes.
• Organize Investor Awareness Programs and maintain healthy customer relations.
• Penetrate targeted key accounts and upsell opportunities while ensuring process adherence.
• Achieve monthly, quarterly, and yearly business plans.

Skills

Quick thinking

Independent worker

Communication skills

Account management

Product knowledge

Regulatory knowledge

Positive attitude

Customer focus

Education

Graduate degree

MDF Certification

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