Relationship Manager- SBG Channel

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

Job summary

SBI Mutual Fund invites applications for a Relationship Manager to drive sales in Sambalpur and nearby locations. You will coordinate with SBI Branches, build relationships with investors, distributors and banks, and promote SBIMF products while ensuring compliance with policies.

The role emphasizes new client acquisition, upselling opportunities, and achieving monthly, quarterly, and yearly business plans through proactive networking and investor awareness programs.

Qualifications

• Good problem-solving and quick thinking abilities.
• Able to work independently and as part of a team.

Responsibilities

• Coordinate with SBI Branches in the region/location.
• Sell SBIMF products at the location and surrounding areas.
• Prospect new clients through networks, references and open market.
• Liaise with investors, distributors, banks and institutions for selling.
• Organize investor awareness programs and build lasting relationships.
• Penetrate targeted accounts and identify upselling opportunities.
• Ensure adherence to sales processes and regulatory requirements.
• Achieve monthly, quarterly and yearly business plans.
• Develop channel relations and networking for channel sales.

Skills

Problem solving

Independence

Team player

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