Relationship Manager Job in Sbi Mutual Fund

Relationship Manager

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Job Summary

JOB DETAILS :

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

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


Qualification & Experience

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

Experience Required :

0 to 2 Years

Vacancy :

1 Hire

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