Relationship Manager Job in Sbi Mutual Fund

Relationship Manager

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Job Summary

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