Relationship Manager Job in Sbi Mutual Fund

Role and Responsibilities

• Coordination with SBI Branches in the Region / Location.
• Assume full accountabilities for all aspects of sales in the Branch / Module
• Coordination with SBI Branches in the Circle / RBO / Module / 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

• MBA & Graduate with 0to 2years of Industry Experience
• Good knowledge of equity, debt markets will be added advantage
• MFDCertified