Sales Associate - Banking Channel

SBI MUTUAL FUND (SBIMF); Sri Ganganagar; On-site; INR 300,000 - 600,000; Full time

Job summary

SBI Mutual Fund (SBIMF) is seeking a Relationship Manager to drive sales at the specified location in Rajasthan. The candidate will coordinate with SBI branches, build investor networks, and manage key accounts to achieve monthly and yearly targets.

The role requires prospecting new clients, maintaining investor relationships, and organizing awareness programs. MDF certification and a graduate degree are preferred, with a strong grasp of equity/debt markets and regulatory norms.

Qualifications

• 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.

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.
• Primary responsibility of a Relationship Manager is selling of 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, data base, 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

Skills

Problem solving

Independent worker

Communication skills

Account management

Presentation skills

Product knowledge

Regulatory & taxation

Positive attitude

Customer focus

Education

Graduate degree

MDF Certified

Job description

Role and 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.
• Primary responsibility of a Relationship Manager is selling of 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, data base, 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

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

Qualification & Experience

• Graduate with 0-2 years of Industry Experience
• Good knowledge of Equity, Debt Markets will be added advantage
• MDF Certified